Carson Wealth (CWM LLC)’s JPMorgan Flexible Income ETF JFLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86K	Buy	+37	New	+$1.91K	﹤0.01%	5298

Other funds holding JFLI

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in JPMorgan Flexible Income ETF (JFLI) in Q1 2026: 37 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #5298 among its holdings.

21 funds tracked by Wall St. Rank hold JFLI as of Q1 2026.

Carson Wealth (CWM LLC) held 37 shares of JPMorgan Flexible Income ETF worth $1.86K as of Q1 2026.
JPMorgan Flexible Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
JPMorgan Flexible Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5298 holding.
21 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q1 2026.

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