Carson Wealth (CWM LLC)
BBUS icon

Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.2M Buy
164,068
+15,919
+11% +$1.95M 0.05% 343
2025
Q4 		$18.3M Buy
148,149
+6,147
+4% +$752K 0.05% 350
2025
Q3 		$17.1M Buy
142,002
+22,281
+19% +$2.59M 0.05% 313
2025
Q2 		$13.4M Buy
119,721
+68,045
+132% +$7.04M 0.05% 326
2025
Q1 		$5.21M Buy
51,676
+16,877
+48% +$1.79M 0.02% 520
2024
Q4 		$3.69M Buy
34,799
+3,731
+12% +$398K 0.02% 547
2024
Q3 		$3.22M Buy
31,068
+31,001
+46,270% +$3.09M 0.01% 561
2024
Q2 		$7K Buy
+67
New +$6.33K ﹤0.01% 3697
2024
Q1 		– Sell
-101
Closed -$9K – 4317
2023
Q4 		$9K Buy
+101
New +$8.12K ﹤0.01% 3224
2022
Q2 		– Sell
-108
Closed -$9K – 3774
2022
Q1 		$9K Buy
+108
New +$8.7K ﹤0.01% 2523

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 11% in Q1 2026, buying an estimated $1.95M and bringing the position to 164,068 shares worth $19.2M. The position accounts for 0.05% of the portfolio, ranked #343.

Carson Wealth (CWM LLC) first reported a position in BBUS in Q1 2022 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold BBUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 164,068 shares of JPMorgan BetaBuilders US Equity ETF worth $19.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,919 JPMorgan BetaBuilders US Equity ETF shares in Q1 2026, an estimated $1.95M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #343 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 10 quarters since.
  • 221 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2026.

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