ENCOMPASS WEALTH ADVISORS, LLC – JPMorgan Ultra-Short Municipal Income ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$3.30M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.69%
quarter
JPMorgan Ultra-Short Municipal Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.49% | -995 shares | -74K | $50.3 | 65.63K |
| Q2 2022 | share | Decrease | -4.44% | -3.09K shares | -156K | $50.65 | 66.62K |
| Q1 2022 | share | Decrease | -2.14% | -1.52K shares | -107K | $50.64 | 69.71K |
| Q4 2021 | share | Increase | +10.08% | 6.52K shares | 333K | $51.05 | 71.24K |
| Q3 2021 | share | Increase | +6.14% | 3.74K shares | 193K | $51.05 | 64.71K |
| Q2 2021 | share | Increase | +18.67% | 9.59K shares | 489K | $51 | 60.97K |
| Q1 2021 | share | Increase | +13.89% | 6.26K shares | 320K | $50.95 | 51.38K |
| Q4 2020 | share | Increase | 0.00% | 45.11K shares | 2.30M | $50.92 | 45.11K |