Carson Wealth (CWM LLC)’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JEMA Stock Details JEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$928K	Buy	17,828 +1,364	+8%	+$72.8K	﹤0.01%	1583
2025 Q4	$807K	Buy	16,464 +725	+5%	+$35.6K	﹤0.01%	1626
2025 Q3	$748K	Buy	15,739 +2,239	+17%	+$100K	﹤0.01%	1568
2025 Q2	$581K	Buy	13,500 +6,857	+103%	+$272K	﹤0.01%	1523
2025 Q1	$254K	Sell	6,643 -952	-13%	-$36.6K	﹤0.01%	1775
2024 Q4	$284K	Buy	7,595 +692	+10%	+$27.3K	﹤0.01%	1626
2024 Q3	$280K	Buy	6,903 +5,868	+567%	+$225K	﹤0.01%	1581
2024 Q2	$40K	Hold	1,035	–	–	﹤0.01%	2619
2024 Q1	$38K	Hold	1,035	–	–	﹤0.01%	2479
2023 Q4	$38K	Buy	1,035 +635	+159%	+$22.3K	﹤0.01%	2341
2023 Q3	$14K	Hold	400	–	–	﹤0.01%	2922
2023 Q2	$15K	Buy	+400	New	+$14.4K	﹤0.01%	2819

Other funds holding JEMA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) stake by 8.3% in Q1 2026, buying an estimated $72.8K and bringing the position to 17,828 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Carson Wealth (CWM LLC) first reported a position in JEMA in Q2 2023 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold JEMA as of Q1 2026.

Carson Wealth (CWM LLC) held 17,828 shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF worth $928K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,364 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q1 2026, an estimated $72.8K.
JPMorgan ActiveBuilders Emerging Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1583 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q2 2023 and has held it in 12 quarters since.
111 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q1 2026.

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