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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
2025-09-30 $14M 209k 65.00
2025-06-30 $16M 257k 62.58
2025-03-31 $22M 375k 59.68
2024-12-31 $22M 359k 62.04
2024-09-30 $11M 184k 61.14
2024-06-30 $276k 4.7k 58.56