Carson Wealth (CWM LLC)’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPEF Stock Details JPEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.3K	Hold	700	–	–	﹤0.01%	3812
2025 Q4	$52K	Hold	700	–	–	﹤0.01%	3576
2025 Q3	$52K	Sell	700 -2,432	-78%	-$175K	﹤0.01%	3504
2025 Q2	$220K	Sell	3,132 -783	-20%	-$51K	﹤0.01%	2097
2025 Q1	$249K	Buy	+3,915	New	+$262K	﹤0.01%	1783

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 700 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Carson Wealth (CWM LLC) first reported a position in JPEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $249K in Q1 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Carson Wealth (CWM LLC) held 700 shares of JPMorgan Equity Focus ETF worth $50.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3812 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Equity Focus ETF position peaked at $249K in Q1 2025.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

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