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

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 35% in Q1 2026, buying an estimated $7.13M and bringing the position to 582,362 shares worth $27.4M. The position accounts for 0.07% of the portfolio, ranked #255.

Carson Wealth (CWM LLC) first reported a position in JCPB in Q3 2022 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Carson Wealth (CWM LLC) held 582,362 shares of JPMorgan Core Plus Bond ETF worth $27.4M as of Q1 2026.
Carson Wealth (CWM LLC) bought 150,150 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $7.13M.
JPMorgan Core Plus Bond ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #255 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 15 quarters since.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

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