Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$185K	Sell	2,524 -154,437	-98%	-$11.7M	﹤0.01%	2801
2025 Q4	$11.4M	Buy	156,961 +10,563	+7%	+$756K	0.03%	480
2025 Q3	$10.3M	Buy	146,398 +24,796	+20%	+$1.7M	0.03%	463
2025 Q2	$8.21M	Buy	121,602 +69,149	+132%	+$4.45M	0.03%	442
2025 Q1	$3.23M	Buy	52,453 +22,931	+78%	+$1.39M	0.01%	653
2024 Q4	$1.69M	Buy	29,522 +4,565	+18%	+$272K	0.01%	849
2024 Q3	$1.57M	Buy	+24,957	New	+$1.52M	0.01%	810
2024 Q1	–	Sell	-105	Closed	-$6K	–	4314
2023 Q4	$6K	Buy	+105	New	+$5.61K	﹤0.01%	3400
2022 Q2	–	Sell	-137	Closed	-$8K	–	3772
2022 Q1	$8K	Buy	+137	New	+$7.76K	﹤0.01%	2591

Other funds holding BBIN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 98% in Q1 2026, selling an estimated $11.7M and leaving 2,524 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Carson Wealth (CWM LLC) first reported a position in BBIN in Q1 2022 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2025. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Carson Wealth (CWM LLC) held 2,524 shares of JPMorgan BetaBuilders International Equity ETF worth $185K as of Q1 2026.
Carson Wealth (CWM LLC) sold 154,437 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $11.7M.
JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2801 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders International Equity ETF position peaked at $11.4M in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

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