LEVY WEALTH MANAGEMENT GROUP, LLC – JPMorgan Ultra-Short Income ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$6.10M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | Increase | +2.02% | 2.40K shares | 129K | $50.16 | 121.76K |
| Q2 2022 | share | Increase | +0.05% | 62 shares | -18K | $50.09 | 119.35K |
| Q1 2022 | share | Increase | +1.52% | 1.78K shares | 65K | $50.27 | 119.29K |
| Q4 2021 | share | Increase | +25.95% | 24.21K shares | 1.2M | $50.47 | 117.51K |
| Q3 2021 | share | Increase | +95.16% | 45.49K shares | 2.30M | $50.65 | 93.29K |
| Q2 2021 | share | Increase | +91.50% | 22.84K shares | 1.15M | $50.58 | 47.80K |
| Q1 2021 | share | Increase | +24.57% | 4.92K shares | 249K | $50.51 | 24.96K |
| Q4 2020 | share | Increase | 0.00% | 20.04K shares | 1.01M | $50.48 | 20.04K |