ENCOMPASS WEALTH ADVISORS, LLC – JPMorgan Ultra-Short Income ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$9.85M
portfolio value
ENCOMPASS WEALTH 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 | Increase | +0.10% | 200 shares | 23K | $50.16 | 196.47K |
| Q2 2022 | share | Decrease | -7.33% | -15.52K shares | -815K | $50.09 | 196.27K |
| Q1 2022 | share | Decrease | -0.08% | -169 shares | -53K | $50.27 | 211.80K |
| Q4 2021 | share | Increase | +3.05% | 6.27K shares | 267K | $50.47 | 211.97K |
| Q3 2021 | share | Decrease | -2.61% | -5.50K shares | -283K | $50.65 | 205.69K |
| Q2 2021 | share | Decrease | -9.60% | -22.42K shares | -1.13M | $50.58 | 211.20K |
| Q1 2021 | share | Increase | +32.12% | 56.8K shares | 2.86M | $50.51 | 233.63K |
| Q4 2020 | share | Increase | 0.00% | 176.83K shares | 8.98M | $50.48 | 176.83K |