Carson Wealth (CWM LLC)
JFLX

Carson Wealth (CWM LLC)’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JFLX Stock Details JFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6K Hold
335
– – ﹤0.01% 4526
2025
Q4 		$17K Buy
+335
New +$16.9K ﹤0.01% 4284

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q1 2026 at 335 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

Carson Wealth (CWM LLC) first reported a position in JFLX in Q4 2025 and has held it in 2 quarters since. The position peaked at $17K in Q4 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 335 shares of JPMorgan Flexible Debt ETF worth $16.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its JPMorgan Flexible Debt ETF share count unchanged in Q1 2026.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4526 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Flexible Debt ETF position peaked at $17K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

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