Skip to content
Disclosery

Carroll Financial Associates, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on JPM, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 58,862 JPM shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 58,862 shares
    Change vs previous 13F +2,461 shares

    0.5% of the 13F portfolio, value $9,309,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 56,401 shares
    Change vs previous 13F +261 shares

    0.52% of the 13F portfolio, value $9,232,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 56,140 shares
    Change vs previous 13F -1,736 shares

    0.49% of the 13F portfolio, value $8,732,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 57,876 shares
    Change vs previous 13F +640 shares

    0.54% of the 13F portfolio, value $8,810,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 57,236 shares
    Change vs previous 13F +332 shares

    0.48% of the 13F portfolio, value $7,273,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 56,904 shares
    Change vs previous 13F -6,139 shares

    0.42% of the 13F portfolio, value $5,478,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 63,043 shares
    Change vs previous 13F +125 shares

    0.49% of the 13F portfolio, value $5,929,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 62,918 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,664,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).