Carson Wealth (CWM LLC)
JBND icon

Carson Wealth (CWM LLC)’s JPMorgan Active Bond ETF JBND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.2M Buy
1,323,773
+145,194
+12% +$7.86M 0.19% 112
2025
Q4 		$63.7M Buy
1,178,579
+124,052
+12% +$6.73M 0.17% 112
2025
Q3 		$57.1M Buy
1,054,527
+76,441
+8% +$4.1M 0.17% 115
2025
Q2 		$52.4M Buy
978,086
+873,387
+834% +$46.2M 0.18% 107
2025
Q1 		$5.6M Buy
104,699
+11,320
+12% +$598K 0.02% 490
2024
Q4 		$4.88M Buy
93,379
+34,451
+58% +$1.83M 0.02% 480
2024
Q3 		$3.22M Buy
58,928
+34,067
+137% +$1.83M 0.01% 560
2024
Q2 		$1.3M Buy
24,861
+17,526
+239% +$908K 0.01% 779
2024
Q1 		$385K Buy
7,335
+6,814
+1,308% +$357K ﹤0.01% 1226
2023
Q4 		$28K Buy
+521
New +$26.6K ﹤0.01% 2560

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q1 2026, buying an estimated $7.86M and bringing the position to 1,323,773 shares worth $71.2M. The position accounts for 0.19% of the portfolio, ranked #112.

Carson Wealth (CWM LLC) first reported a position in JBND in Q4 2023 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,323,773 shares of JPMorgan Active Bond ETF worth $71.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 145,194 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $7.86M.
  • JPMorgan Active Bond ETF made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #112 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

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