Carson Wealth (CWM LLC)
JMIN

Carson Wealth (CWM LLC)’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JMIN Stock Details JMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$18K – 4324
2022
Q2 		$18K Buy
+500
New +$18.5K ﹤0.01% 2209

Carson Wealth (CWM LLC)'s JMIN Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of JPMorgan U.S. Minimum Volatility ETF (JMIN) in Q3 2022, closing a stake of 500 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in JMIN in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 0 funds tracked by Wall St. Rank hold JMIN as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining JPMorgan U.S. Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 JPMorgan U.S. Minimum Volatility ETF shares in Q3 2022, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s JPMorgan U.S. Minimum Volatility ETF position peaked at $18K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.