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J P Morgan Exchange-traded F shares owned by Carnegie Lake Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Carnegie Lake Advisors from 13F filings

Historical chart of Carnegie Lake Advisors investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Carnegie Lake Advisors 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 Carnegie Lake Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $717k 12k 59.53

More positions owned by Carnegie Lake Advisors

UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Stryker Corporation (SYK)
Cnx Resources Corporation (CNX)
Amgen (AMGN)
Home Depot (HD)
Parker-Hannifin Corporation (PH)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Intuitive Surgical Com New (ISRG)
Ingredion Incorporated (INGR)
Bank of New York Mellon Corporation (BK)

View all positions for Carnegie Lake Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F