Carroll Financial Associates’s JPMorgan Event Driven ETF JPED Stock Holding History

Carroll Financial Associates’s Portfolio JPED Stock Details JPED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$50K	–	1768
2019 Q3	$50K	Buy	+2,000	New	+$50.4K	﹤0.01%	633

Other funds holding JPED

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Carroll Financial Associates's JPED Position: Q4 2019 in Review

Carroll Financial Associates sold out of JPMorgan Event Driven ETF (JPED) in Q4 2019, closing a stake of 2,000 shares — an estimated $50K sold.

Carroll Financial Associates first reported a position in JPED in Q3 2019 and held it in 1 quarter. The position peaked at $50K in Q3 2019. 4 funds tracked by Wall St. Rank hold JPED as of Q4 2019.

Carroll Financial Associates reported no remaining JPMorgan Event Driven ETF position as of Q4 2019 after selling out during the quarter.
Carroll Financial Associates sold 2,000 JPMorgan Event Driven ETF shares in Q4 2019, an estimated $50K.
Carroll Financial Associates first reported a position in JPMorgan Event Driven ETF in Q3 2019 and held it in 1 quarter.
Carroll Financial Associates's JPMorgan Event Driven ETF position peaked at $50K in Q3 2019.
4 funds tracked by Wall St. Rank held JPMorgan Event Driven ETF as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.