Carson Wealth (CWM LLC)
JMTG

Carson Wealth (CWM LLC)’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JMTG Stock Details JMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.46K Sell
87
-485
-85% -$24.8K ﹤0.01% 5064
2025
Q4 		$29K Buy
572
+329
+135% +$16.8K ﹤0.01% 3979
2025
Q3 		$12K Sell
243
-1,584
-87% -$79.8K ﹤0.01% 4413
2025
Q2 		$92K Buy
+1,827
New +$91.7K ﹤0.01% 2803

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 85% in Q1 2026, selling an estimated $24.8K and leaving 87 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #5064.

Carson Wealth (CWM LLC) first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $92K in Q2 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 87 shares of JPMorgan Mortgage-Backed Securities ETF worth $4.46K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 485 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $24.8K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5064 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Mortgage-Backed Securities ETF position peaked at $92K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

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