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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 (HELO) 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

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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
2024-09-30 $11M 184k 61.14
2024-06-30 $276k 4.7k 58.56

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)

View all positions for Carr Financial Group Corp

Top funds holding J P Morgan Exchange Traded F

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View all funds holding J P Morgan Exchange Traded F