SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – JPMorgan Ultra-Short Income ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$4.12M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
+0.14%
quarter
JPMorgan Ultra-Short Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.87% | -27.19K shares | -1.35M | $50.16 | 82.15K |
| Q2 2022 | share | Increase | +34.84% | 28.25K shares | 1.40M | $50.09 | 109.34K |
| Q1 2022 | share | Decrease | -2.74% | -2.28K shares | -133K | $50.27 | 81.09K |
| Q4 2021 | share | Decrease | -2.93% | -2.52K shares | -148K | $50.47 | 83.37K |
| Q3 2021 | share | Decrease | -7.44% | -6.9K shares | -352K | $50.65 | 85.89K |
| Q2 2021 | share | Increase | +1.85% | 1.68K shares | 85K | $50.58 | 92.79K |
| Q1 2021 | share | Decrease | -2.15% | -2.00K shares | -105K | $50.51 | 91.11K |
| Q4 2020 | share | Increase | +10.87% | 9.13K shares | 463K | $50.48 | 93.11K |
| Q3 2020 | share | Increase | +15.21% | 11.08K shares | 566K | $50.32 | 83.98K |
| Q2 2020 | share | Increase | +0.62% | 446 shares | 101K | $50.1 | 72.89K |
| Q1 2020 | share | Decrease | -5.97% | -4.6K shares | -287K | $48.82 | 72.45K |
| Q4 2019 | share | Increase | +889.11% | 69.26K shares | 3.49M | $49.41 | 77.05K |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $49.1 | 7.79K | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $48.74 | 7.79K | |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $48.31 | 7.79K | |
| Q4 2018 | share | Increase | 0.00% | 7.79K shares | 391K | $47.81 | 7.79K |