Carson Wealth (CWM LLC)
JOYT

Carson Wealth (CWM LLC)’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JOYT Stock Details JOYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$738K Buy
13,878
+1,717
+14% +$94.2K ﹤0.01% 1747
2025
Q4 		$662K Buy
+12,161
New +$644K ﹤0.01% 1750

Other funds holding JOYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAM
Vienna Asset Management Saratoga, California $143M AUM 12.11% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 14% in Q1 2026, buying an estimated $94.2K and bringing the position to 13,878 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Carson Wealth (CWM LLC) first reported a position in JOYT in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold JOYT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,878 shares of JPMorgan Equity and Options Total Return ETF worth $738K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,717 JPMorgan Equity and Options Total Return ETF shares in Q1 2026, an estimated $94.2K.
  • JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1747 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Equity and Options Total Return ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q1 2026.

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