APRIO WEALTH MANAGEMENT, LLC – JPMorgan Ultra-Short Income ETF Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$839,000
portfolio value
APRIO WEALTH MANAGEMENT, 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 | -18.79% | -3.87K shares | -193K | $50.16 | 16.73K |
| Q2 2022 | share | Decrease | -24.46% | -6.67K shares | -339K | $50.09 | 20.6K |
| Q1 2022 | share | Decrease | -11.58% | -3.57K shares | -186K | $50.27 | 27.27K |
| Q4 2021 | share | Increase | +131.54% | 17.52K shares | 881K | $50.47 | 30.84K |
| Q3 2021 | share | Increase | +17.99% | 2.03K shares | 103K | $50.65 | 13.32K |
| Q2 2021 | share | Decrease | -70.44% | -26.90K shares | -1.36M | $50.58 | 11.29K |
| Q4 2020 | share | Decrease | -64.36% | -68.99K shares | -3.50M | $50.48 | 38.19K |
| Q3 2020 | share | Increase | +49.86% | 35.66K shares | 1.81M | $50.32 | 107.19K |
| Q2 2020 | share | Increase | +294.98% | 53.42K shares | 2.72M | $50.1 | 71.53K |
| Q1 2020 | share | Increase | +9.43% | 1.56K shares | 65K | $48.82 | 18.11K |
| Q4 2019 | share | Increase | 0.00% | 16.55K shares | 835K | $49.41 | 16.55K |