Carson Wealth (CWM LLC)
JPEM icon

Carson Wealth (CWM LLC)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPEM Stock Details JPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75K Buy
1,208
+242
+25% +$15.4K ﹤0.01% 3497
2025
Q4 		$59K Buy
+966
New +$58K ﹤0.01% 3477
2025
Q2 		– Sell
-19
Closed -$1K – 5208
2025
Q1 		$1K Buy
+19
New +$998 ﹤0.01% 4924
2021
Q2 		$5K Hold
91
– – ﹤0.01% 2358
2021
Q1 		$5K Hold
91
– – ﹤0.01% 2358
2020
Q4 		$5K Hold
91
– – ﹤0.01% 2358
2020
Q3 		$5K Hold
91
– – ﹤0.01% 2358
2020
Q2 		$5K Hold
91
– – ﹤0.01% 2356
2020
Q1 		$5K Hold
91
– – ﹤0.01% 2356
2019
Q4 		$5K Hold
91
– – ﹤0.01% 2356
2019
Q3 		$5K Hold
91
– – ﹤0.01% 2356
2019
Q2 		$5K Hold
91
– – ﹤0.01% 2356
2019
Q1 		$5K Sell
91
-724
-89% -$38.9K ﹤0.01% 2355
2018
Q4 		$41K Sell
815
-32,464
-98% -$1.67M ﹤0.01% 922
2018
Q3 		$1.8M Buy
33,279
+384
+1% +$20.9K 0.05% 259
2018
Q2 		$1.78M Buy
32,895
+314
+1% +$18.2K 0.06% 225
2018
Q1 		$1.98M Buy
32,581
+3,757
+13% +$231K 0.08% 175
2017
Q4 		$1.68M Buy
28,824
+16,615
+136% +$956K 0.07% 192
2017
Q3 		$688K Buy
12,209
+2,099
+21% +$117K 0.03% 228
2017
Q2 		$529K Buy
10,110
+7,930
+364% +$412K 0.03% 239
2017
Q1 		$111K Buy
+2,180
New +$108K 0.01% 356

Other funds holding JPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 25% in Q1 2026, buying an estimated $15.4K and bringing the position to 1,208 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

Carson Wealth (CWM LLC) first reported a position in JPEM in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.98M in Q1 2018. 126 funds tracked by Wall St. Rank hold JPEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,208 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $75K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 242 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q1 2026, an estimated $15.4K.
  • JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3497 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2017 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.98M in Q1 2018.
  • 126 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q1 2026.

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