Carson Wealth (CWM LLC)
JAVA icon

Carson Wealth (CWM LLC)’s JPMorgan Active Value ETF JAVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6M Sell
245,014
-15,857
-6% -$1.18M 0.05% 371
2025
Q4 		$18.7M Sell
260,871
-53,068
-17% -$3.72M 0.05% 342
2025
Q3 		$21.6M Buy
313,939
+19,884
+7% +$1.33M 0.07% 258
2025
Q2 		$19.3M Buy
294,055
+140,642
+92% +$8.78M 0.07% 246
2025
Q1 		$9.75M Buy
153,413
+29,247
+24% +$1.9M 0.04% 359
2024
Q4 		$7.86M Buy
124,166
+4,678
+4% +$307K 0.03% 372
2024
Q3 		$7.66M Buy
119,488
+27,641
+30% +$1.7M 0.03% 358
2024
Q2 		$5.44M Buy
91,847
+13,635
+17% +$804K 0.03% 403
2024
Q1 		$4.68M Buy
78,212
+1,752
+2% +$99.4K 0.02% 431
2023
Q4 		$4.25M Buy
76,460
+37,086
+94% +$1.93M 0.02% 426
2023
Q3 		$2.02M Buy
39,374
+27,254
+225% +$1.45M 0.01% 543
2023
Q2 		$644K Buy
12,120
+10,370
+593% +$537K ﹤0.01% 861
2023
Q1 		$90K Hold
1,750
– – ﹤0.01% 1547
2022
Q4 		$90K Buy
+1,750
New +$88.7K ﹤0.01% 1426

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