Carson Wealth (CWM LLC)
JDIV

Carson Wealth (CWM LLC)’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JDIV Stock Details JDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$16K – 4323
2022
Q2 		$16K Buy
+500
New +$16.9K ﹤0.01% 2294

Carson Wealth (CWM LLC)'s JDIV Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 500 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in JDIV in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan U.S. Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s JPMorgan U.S. Dividend ETF position peaked at $16K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.