Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan International Value ETF JIVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JIVE Stock Details JIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11K Buy
48
+31
+182% +$2.67K ﹤0.01% 5090
2025
Q4 		$1K Buy
+17
New +$1.32K ﹤0.01% 5237
2025
Q2 		– Sell
-18
Closed -$1K – 5206
2025
Q1 		$1K Buy
+18
New +$1.07K ﹤0.01% 4922

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan International Value ETF (JIVE) stake by 182% in Q1 2026, buying an estimated $2.67K and bringing the position to 48 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #5090.

Carson Wealth (CWM LLC) first reported a position in JIVE in Q1 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold JIVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 48 shares of JPMorgan International Value ETF worth $4.11K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31 JPMorgan International Value ETF shares in Q1 2026, an estimated $2.67K.
  • JPMorgan International Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5090 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan International Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2026.

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