Carson Wealth (CWM LLC)
JCPB icon

Carson Wealth (CWM LLC)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.4M Buy
582,362
+150,150
+35% +$7.13M 0.07% 255
2025
Q4 		$20.5M Buy
432,212
+130,514
+43% +$6.21M 0.06% 308
2025
Q3 		$14.3M Buy
301,698
+138,039
+84% +$6.5M 0.04% 363
2025
Q2 		$7.7M Buy
163,659
+110,673
+209% +$5.14M 0.03% 463
2025
Q1 		$2.49M Buy
52,986
+5,314
+11% +$247K 0.01% 760
2024
Q4 		$2.2M Buy
47,672
+24,239
+103% +$1.14M 0.01% 754
2024
Q3 		$1.13M Buy
23,433
+5,674
+32% +$270K ﹤0.01% 954
2024
Q2 		$823K Buy
17,759
+14,722
+485% +$677K ﹤0.01% 1003
2024
Q1 		$142K Buy
3,037
+2,666
+719% +$124K ﹤0.01% 1681
2023
Q4 		$17K Sell
371
-272
-42% -$12.3K ﹤0.01% 2873
2023
Q3 		$29K Sell
643
-1,480
-70% -$67.7K ﹤0.01% 2429
2023
Q2 		$99K Hold
2,123
– – ﹤0.01% 1573
2023
Q1 		$101K Hold
2,123
– – ﹤0.01% 1490
2022
Q4 		$98K Hold
2,123
– – ﹤0.01% 1389
2022
Q3 		$97K Buy
+2,123
New +$102K ﹤0.01% 1340

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OCA
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DWM
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