Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Buy
34,615
+22,920
+196% +$1.39M 0.01% 1182
2025
Q4 		$658K Sell
11,695
-292
-2% -$16.4K ﹤0.01% 1754
2025
Q3 		$675K Sell
11,987
-32,098
-73% -$1.8M ﹤0.01% 1626
2025
Q2 		$2.4M Buy
44,085
+43,399
+6,326% +$2.22M 0.01% 889
2025
Q1 		$33K Sell
686
-28,465
-98% -$1.42M ﹤0.01% 3304
2024
Q4 		$1.42M Sell
29,151
-12,475
-30% -$643K 0.01% 920
2024
Q3 		$2.25M Buy
41,626
+21,920
+111% +$1.1M 0.01% 660
2024
Q2 		$953K Sell
19,706
-29,180
-60% -$1.41M ﹤0.01% 922
2024
Q1 		$2.35M Sell
48,886
-25,826
-35% -$1.24M 0.01% 584
2023
Q4 		$3.7M Sell
74,712
-6,367
-8% -$292K 0.02% 453
2023
Q3 		$3.65M Buy
81,079
+44,399
+121% +$2.09M 0.02% 427
2023
Q2 		$1.75M Sell
36,680
-87,182
-70% -$4.27M 0.01% 548
2023
Q1 		$6.09M Sell
123,862
-5,533
-4% -$280K 0.04% 286
2022
Q4 		$6.33M Buy
129,395
+65,150
+101% +$3.02M 0.05% 267
2022
Q3 		$2.72M Sell
64,245
-51,072
-44% -$2.43M 0.02% 375
2022
Q2 		$5.5M Buy
115,317
+74,260
+181% +$3.83M 0.04% 277
2022
Q1 		$2.28M Buy
41,057
+40,839
+18,733% +$2.19M 0.02% 388
2021
Q4 		$12K Buy
+218
New +$12.1K ﹤0.01% 2234
2021
Q2 		$1.82M Buy
31,177
+15,588
+100% +$925K 0.01% 458
2021
Q1 		$1.82M Hold
15,589
– – 0.01% 458
2020
Q4 		$1.82M Hold
15,589
– – 0.01% 458
2020
Q3 		$1.82M Hold
15,589
– – 0.01% 458
2020
Q2 		$1.82M Hold
15,589
– – 0.01% 458
2020
Q1 		$1.82M Hold
15,589
– – 0.01% 458
2019
Q4 		$1.82M Hold
15,589
– – 0.01% 458
2019
Q3 		$1.82M Hold
15,589
– – 0.01% 458
2019
Q2 		$1.82M Hold
15,589
– – 0.01% 458
2019
Q1 		$1.82M Buy
15,589
+15,140
+3,372% +$743K 0.01% 458
2018
Q4 		$20K Sell
449
-331
-42% -$15.3K ﹤0.01% 1133
2018
Q3 		$39K Buy
+780
New +$38.8K ﹤0.01% 792

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBAX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 196% in Q1 2026, buying an estimated $1.39M and bringing the position to 34,615 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #1182.

Carson Wealth (CWM LLC) first reported a position in BBAX in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.33M in Q4 2022. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,615 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $2.06M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,920 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2026, an estimated $1.39M.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1182 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $6.33M in Q4 2022.
  • 151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.