Carson Wealth (CWM LLC)
JMOM icon

Carson Wealth (CWM LLC)’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JMOM Stock Details JMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Buy
191,103
+65,304
+52% +$4.56M 0.03% 456
2025
Q4 		$8.57M Buy
125,799
+62,412
+98% +$4.25M 0.02% 575
2025
Q3 		$4.3M Buy
63,387
+18,043
+40% +$1.18M 0.01% 781
2025
Q2 		$2.92M Buy
45,344
+44,547
+5,589% +$2.62M 0.01% 798
2025
Q1 		$45K Buy
+797
New +$47.4K ﹤0.01% 3062
2024
Q4 		– Sell
-5
Closed – – 5028
2024
Q3 		$0 Buy
+5
New +$272 ﹤0.01% 4977
2024
Q2 		– Sell
-16
Closed -$1K – 4748
2024
Q1 		$1K Buy
+16
New +$786 ﹤0.01% 4155

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 52% in Q1 2026, buying an estimated $4.56M and bringing the position to 191,103 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #456.

Carson Wealth (CWM LLC) first reported a position in JMOM in Q1 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 191,103 shares of JPMorgan US Momentum Factor ETF worth $13M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65,304 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $4.56M.
  • JPMorgan US Momentum Factor ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #456 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

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