J P Morgan Exchange-traded F shares owned by Carson Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 5.2k | 57.10 |
| 2025-06-30 | $294k | 5.2k | 56.85 |
| 2025-03-31 | $250k | 4.4k | 57.14 |
| 2024-12-31 | $248k | 4.3k | 57.52 |
| 2024-09-30 | $253k | 4.2k | 59.50 |
| 2024-06-30 | $238k | 4.2k | 56.68 |
| 2024-03-31 | $239k | 4.1k | 57.86 |
| 2023-12-31 | $252k | 4.6k | 54.98 |
| 2023-09-30 | $241k | 4.5k | 53.55 |
| 2023-06-30 | $246k | 4.4k | 55.33 |
| 2023-03-31 | $239k | 4.4k | 54.60 |
| 2022-12-31 | $226k | 4.1k | 54.49 |