SUMMIT PLACE FINANCIAL ADVISORS, LLC – JPMorgan Ultra-Short Income ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$285,000
portfolio value
SUMMIT PLACE FINANCIAL 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 | 0.00% | 0 shares | 0 | $50.16 | 5.68K | |
| Q2 2022 | share | Decrease | -42.22% | -4.15K shares | -209K | $50.09 | 5.68K |
| Q1 2022 | share | Decrease | -52.42% | -10.83K shares | -549K | $50.27 | 9.83K |
| Q4 2021 | share | Increase | +22.54% | 3.8K shares | 188K | $50.47 | 20.66K |
| Q3 2021 | share | Increase | +34.77% | 4.35K shares | 220K | $50.65 | 16.86K |
| Q2 2021 | share | Increase | 0.00% | 12.51K shares | 635K | $50.58 | 12.51K |