Carson Wealth (CWM LLC)
JCPI icon

Carson Wealth (CWM LLC)’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JCPI Stock Details JCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$643K Buy
13,287
+2,226
+20% +$108K ﹤0.01% 1837
2025
Q4 		$533K Buy
11,061
+10,534
+1,999% +$512K ﹤0.01% 1879
2025
Q3 		$26K Buy
+527
New +$25.5K ﹤0.01% 3965

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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 JCPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 20% in Q1 2026, buying an estimated $108K and bringing the position to 13,287 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Carson Wealth (CWM LLC) first reported a position in JCPI in Q3 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,287 shares of JPMorgan Inflation Managed Bond ETF worth $643K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,226 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $108K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1837 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

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