HHM WEALTH ADVISORS, LLC – JPMorgan Diversified Return U.S. Equity ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$3.02M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-6.57%
quarter
JPMorgan Diversified Return U.S. Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.60% | -5.56K shares | -721K | $85.5 | 35.34K |
| Q2 2022 | share | 0.00% | 0 shares | -530K | $91.51 | 40.90K | |
| Q1 2022 | share | Decrease | -0.99% | -407 shares | -108K | $104.47 | 40.90K |
| Q4 2021 | share | Decrease | -0.90% | -376 shares | 373K | $105.89 | 41.31K |
| Q3 2021 | share | Decrease | -4.88% | -2.14K shares | -232K | $96.15 | 41.68K |
| Q2 2021 | share | Decrease | -0.28% | -124 shares | 227K | $96.33 | 43.82K |
| Q1 2021 | share | Decrease | -3.43% | -1.56K shares | 206K | $90.57 | 43.95K |
| Q4 2020 | share | Decrease | -3.70% | -1.75K shares | 312K | $82.7 | 45.51K |
| Q3 2020 | share | Decrease | -33.97% | -24.31K shares | -1.47M | $72.69 | 47.26K |
| Q2 2020 | share | Decrease | -58.33% | -100.17K shares | -5.10M | $67.86 | 71.57K |
| Q1 2020 | share | Increase | +10.96% | 16.97K shares | -2.25M | $56.98 | 171.75K |
| Q4 2019 | share | Increase | +10.99% | 15.33K shares | 1.74M | $76.95 | 154.78K |
| Q3 2019 | share | Increase | +0.13% | 182 shares | 163K | $72.79 | 139.45K |
| Q2 2019 | share | Increase | +3.70% | 4.96K shares | 600K | $71.43 | 139.27K |
| Q1 2019 | share | Increase | +6.25% | 7.89K shares | 1.62M | $69.39 | 134.30K |
| Q4 2018 | share | Increase | 0.00% | 126.40K shares | 8.2M | $61.31 | 126.40K |