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J P Morgan Exchange Traded F shares owned by D L Carlson Investment Group

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by D L Carlson Investment Group from 13F filings

Historical chart of D L Carlson Investment Group investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by D L Carlson Investment Group 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 D L Carlson Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 32k 74.09

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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NVIDIA Corporation (NVDA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Meta Platforms Cl A (META)
Raytheon Technologies Corp (RTX)
Kratos Defense & Sec Solutio Com New (KTOS)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for D L Carlson Investment Group

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
LPL Financial
Mml Investors Services
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Beaumont Financial Advisors
Jones Financial Companies, L.L
Balance Wealth
Leverty Financial Group
Stratos Wealth Partners
Janney Montgomery Scott
H D Vest Advisory Services
MONECO Advisors
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F