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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Quarterly reported holdings in J P Morgan Exchange-traded F by Carnegie Lake Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $860k | 15k | 57.24 |
| 2025-09-30 | $864k | 15k | 57.10 |
| 2025-06-30 | $852k | 15k | 56.82 |
| 2025-03-31 | $527k | 9.2k | 57.16 |
| 2024-12-31 | $630k | 11k | 57.51 |
| 2024-09-30 | $717k | 12k | 59.53 |
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