Carson Wealth (CWM LLC)
BBEU icon

Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Buy
163
+74
+83% +$5.58K ﹤0.01% 4713
2025
Q4 		$7K Buy
+89
New +$6.33K ﹤0.01% 4685
2025
Q3 		– Sell
-12
Closed -$1K – 5264
2025
Q2 		$1K Sell
12
-306
-96% -$19.8K ﹤0.01% 4969
2025
Q1 		$20K Hold
318
– – ﹤0.01% 3657
2024
Q4 		$18K Sell
318
-1,578
-83% -$92.5K ﹤0.01% 3498
2024
Q3 		$118K Sell
1,896
-297
-14% -$18K ﹤0.01% 2095
2024
Q2 		$129K Buy
2,193
+1,911
+678% +$114K ﹤0.01% 1820
2024
Q1 		$17K Buy
282
+270
+2,250% +$15.4K ﹤0.01% 2996
2023
Q4 		$1K Sell
12
-3,116
-100% -$164K ﹤0.01% 3895
2023
Q3 		$159K Sell
3,128
-670
-18% -$35.8K ﹤0.01% 1402
2023
Q2 		$206K Buy
3,798
+2,077
+121% +$113K ﹤0.01% 1237
2023
Q1 		$92K Buy
1,721
+1,709
+14,242% +$89.2K ﹤0.01% 1536
2022
Q4 		$1K Hold
12
– – ﹤0.01% 3694
2022
Q3 		$0 Sell
12
-270
-96% -$12.3K ﹤0.01% 3903
2022
Q2 		$13K Sell
282
-158
-36% -$8.05K ﹤0.01% 2404
2022
Q1 		$24K Buy
440
+158
+56% +$8.9K ﹤0.01% 1962
2021
Q4 		$17K Buy
+282
New +$16.6K ﹤0.01% 2063
2019
Q1 		– Sell
-1,291
Closed -$55K – 2942
2018
Q4 		$55K Sell
1,291
-953
-42% -$43K ﹤0.01% 861
2018
Q3 		$110K Buy
+2,244
New +$110K ﹤0.01% 601

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 83% in Q1 2026, buying an estimated $5.58K and bringing the position to 163 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4713.

Carson Wealth (CWM LLC) first reported a position in BBEU in Q3 2018 and has held it in 19 quarters since. The position peaked at $206K in Q2 2023. 199 funds tracked by Wall St. Rank hold BBEU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163 shares of JPMorgan BetaBuilders Europe ETF worth $11.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 74 JPMorgan BetaBuilders Europe ETF shares in Q1 2026, an estimated $5.58K.
  • JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4713 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders Europe ETF position peaked at $206K in Q2 2023.
  • 199 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2026.

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