Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145M Buy
1,912,801
+206,595
+12% +$16.1M 0.38% 50
2025
Q4 		$128M Buy
1,706,206
+191,685
+13% +$14.3M 0.35% 58
2025
Q3 		$111M Buy
1,514,521
+103,411
+7% +$7.42M 0.34% 56
2025
Q2 		$99.9M Buy
1,411,110
+325,981
+30% +$21.7M 0.35% 58
2025
Q1 		$69.1M Buy
1,085,129
+473,617
+77% +$29.7M 0.28% 77
2024
Q4 		$35.8M Buy
611,512
+14,107
+2% +$881K 0.15% 128
2024
Q3 		$39.4M Sell
597,405
-183,316
-23% -$11.7M 0.17% 117
2024
Q2 		$48.9M Buy
780,721
+13,747
+2% +$859K 0.23% 85
2024
Q1 		$48M Buy
766,974
+256,358
+50% +$15.3M 0.23% 84
2023
Q4 		$29.8M Buy
510,616
+241,471
+90% +$13.5M 0.16% 130
2023
Q3 		$14.6M Buy
269,145
+155,464
+137% +$8.79M 0.09% 188
2023
Q2 		$6.5M Buy
113,681
+112,498
+9,510% +$6.34M 0.04% 298
2023
Q1 		$65K Sell
1,183
-1,313
-53% -$70.6K ﹤0.01% 1728
2022
Q4 		$125K Sell
2,496
-56
-2% -$2.73K ﹤0.01% 1282
2022
Q3 		$111K Buy
2,552
+2,520
+7,875% +$122K ﹤0.01% 1295
2022
Q2 		$2K Buy
+32
New +$1.55K ﹤0.01% 3356

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 12% in Q1 2026, buying an estimated $16.1M and bringing the position to 1,912,801 shares worth $145M. The position accounts for 0.38% of the portfolio, ranked #50.

Carson Wealth (CWM LLC) first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. 341 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,912,801 shares of JPMorgan International Research Enhanced Equity ETF worth $145M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 206,595 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $16.1M.
  • JPMorgan International Research Enhanced Equity ETF made up 0.38% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #50 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 341 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

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