Carson Wealth (CWM LLC)
BBJP icon

Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBJP Stock Details BBJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.31M Buy
62,504
+5,401
+9% +$381K 0.01% 879
2025
Q4 		$3.76M Sell
57,103
-122
-0.2% -$8.3K 0.01% 895
2025
Q3 		$3.79M Buy
57,225
+33,912
+145% +$2.17M 0.01% 832
2025
Q2 		$1.44M Sell
23,313
-35,058
-60% -$2.04M 0.01% 1079
2025
Q1 		$3.28M Buy
58,371
+21,211
+57% +$1.19M 0.01% 649
2024
Q4 		$2.04M Sell
37,160
-36,039
-49% -$2.06M 0.01% 776
2024
Q3 		$4.34M Sell
73,199
-7,538
-9% -$434K 0.02% 473
2024
Q2 		$4.56M Sell
80,737
-23,388
-22% -$1.31M 0.02% 438
2024
Q1 		$6.1M Sell
104,125
-15,783
-13% -$877K 0.03% 386
2023
Q4 		$6.3M Sell
119,908
-20,536
-15% -$1.04M 0.03% 356
2023
Q3 		$7.06M Sell
140,444
-15,661
-10% -$806K 0.04% 300
2023
Q2 		$8.05M Buy
156,105
+67,714
+77% +$3.37M 0.05% 265
2023
Q1 		$4.28M Sell
88,391
-63,419
-42% -$2.98M 0.03% 354
2022
Q4 		$6.82M Buy
151,810
+42,692
+39% +$1.87M 0.05% 256
2022
Q3 		$4.46M Sell
109,118
-83,533
-43% -$3.73M 0.04% 300
2022
Q2 		$8.49M Buy
192,651
+9,710
+5% +$453K 0.07% 218
2022
Q1 		$9.28M Buy
182,941
+89,262
+95% +$4.67M 0.07% 212
2021
Q4 		$5.16M Buy
+93,679
New +$5.34M 0.04% 292
2021
Q2 		$3.55M Buy
62,878
+31,439
+100% +$1.79M 0.03% 328
2021
Q1 		$3.55M Hold
31,439
– – 0.03% 328
2020
Q4 		$3.55M Hold
31,439
– – 0.03% 328
2020
Q3 		$3.55M Hold
31,439
– – 0.03% 328
2020
Q2 		$3.55M Hold
31,439
– – 0.03% 328
2020
Q1 		$3.55M Hold
31,439
– – 0.03% 328
2019
Q4 		$3.55M Hold
31,439
– – 0.03% 328
2019
Q3 		$3.55M Hold
31,439
– – 0.03% 328
2019
Q2 		$3.55M Hold
31,439
– – 0.03% 328
2019
Q1 		$3.55M Buy
31,439
+30,110
+2,266% +$1.35M 0.03% 328
2018
Q4 		$56K Sell
1,329
-228
-15% -$10.4K ﹤0.01% 853
2018
Q3 		$78K Buy
+1,557
New +$75.1K ﹤0.01% 657

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 9.5% in Q1 2026, buying an estimated $381K and bringing the position to 62,504 shares worth $4.31M. The position accounts for 0.01% of the portfolio, ranked #879.

Carson Wealth (CWM LLC) first reported a position in BBJP in Q3 2018 and has held it in 30 quarters since. The position peaked at $9.28M in Q1 2022. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,504 shares of JPMorgan BetaBuilders Japan ETF worth $4.31M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,401 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $381K.
  • JPMorgan BetaBuilders Japan ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #879 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders Japan ETF position peaked at $9.28M in Q1 2022.
  • 265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

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