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J P Morgan Exchange-traded F shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 49k 57.86
2023-12-31 $13M 228k 54.98
2023-09-30 $13M 251k 53.59
2023-06-30 $12M 212k 55.33
2023-03-31 $11M 204k 54.60
2022-12-31 $8.5M 154k 55.03