Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Sell
3,132
-783
-20% -$55K ﹤0.01% 2095
2025
Q1 		$249K Buy
+3,915
New +$249K ﹤0.01% 1781