Carson Wealth (CWM LLC)
JIG icon

Carson Wealth (CWM LLC)’s JPMorgan International Growth ETF JIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04K Buy
41
+24
+141% +$1.85K ﹤0.01% 5178
2025
Q4 		$1K Buy
+17
New +$1.27K ﹤0.01% 5236

Other funds holding JIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan International Growth ETF (JIG) stake by 141% in Q1 2026, buying an estimated $1.85K and bringing the position to 41 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5178.

Carson Wealth (CWM LLC) first reported a position in JIG in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold JIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41 shares of JPMorgan International Growth ETF worth $3.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24 JPMorgan International Growth ETF shares in Q1 2026, an estimated $1.85K.
  • JPMorgan International Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5178 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan International Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q1 2026.

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