Carson Wealth (CWM LLC)’s JPMorgan Active Growth ETF JGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$119M	Sell	1,405,248 -47,174	-3%	-$4.21M	0.31%	67
2025 Q4	$135M	Sell	1,452,422 -32,323	-2%	-$3.03M	0.37%	57
2025 Q3	$139M	Buy	1,484,745 +50,038	+3%	+$4.47M	0.42%	48
2025 Q2	$123M	Buy	1,434,707 +100,060	+7%	+$7.78M	0.44%	48
2025 Q1	$98.5M	Buy	1,334,647 +335,092	+34%	+$26.9M	0.39%	52
2024 Q4	$81M	Buy	999,555 +38,301	+4%	+$3.08M	0.34%	54
2024 Q3	$73.9M	Buy	961,254 +126,344	+15%	+$9.37M	0.32%	59
2024 Q2	$62.7M	Buy	834,910 +49,361	+6%	+$3.49M	0.3%	63
2024 Q1	$55.2M	Buy	785,549 +71,391	+10%	+$4.73M	0.27%	69
2023 Q4	$43.6M	Buy	714,158 +66,946	+10%	+$3.81M	0.23%	85
2023 Q3	$34.9M	Buy	647,212 +598,830	+1,238%	+$33.5M	0.21%	88
2023 Q2	$2.7M	Buy	+48,382	New	+$2.47M	0.02%	467

Other funds holding JGRO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JPMorgan Active Growth ETF (JGRO) stake by 3.2% in Q1 2026, selling an estimated $4.21M and leaving 1,405,248 shares worth $119M. The position accounts for 0.31% of the portfolio, ranked #67.

Carson Wealth (CWM LLC) first reported a position in JGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $139M in Q3 2025. 351 funds tracked by Wall St. Rank hold JGRO as of Q1 2026.

Carson Wealth (CWM LLC) held 1,405,248 shares of JPMorgan Active Growth ETF worth $119M as of Q1 2026.
Carson Wealth (CWM LLC) sold 47,174 JPMorgan Active Growth ETF shares in Q1 2026, an estimated $4.21M.
JPMorgan Active Growth ETF made up 0.31% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #67 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Active Growth ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Active Growth ETF position peaked at $139M in Q3 2025.
351 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q1 2026.

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