Carson Wealth (CWM LLC)
JPIB icon

Carson Wealth (CWM LLC)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.9K Hold
980
– – ﹤0.01% 3866
2025
Q4 		$48K Buy
980
+862
+731% +$42.2K ﹤0.01% 3637
2025
Q3 		$6K Sell
118
-295
-71% -$14.4K ﹤0.01% 4679
2025
Q2 		$20K Buy
413
+211
+104% +$10.1K ﹤0.01% 3910
2025
Q1 		$10K Hold
202
– – ﹤0.01% 4108
2024
Q4 		$10K Sell
202
-69
-25% -$3.3K ﹤0.01% 3868
2024
Q3 		$13K Hold
271
– – ﹤0.01% 3628
2024
Q2 		$13K Hold
271
– – ﹤0.01% 3393
2024
Q1 		$13K Sell
271
-3,040
-92% -$145K ﹤0.01% 3185
2023
Q4 		$158K Buy
+3,311
New +$153K ﹤0.01% 1524

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q1 2026 at 980 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Carson Wealth (CWM LLC) first reported a position in JPIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $158K in Q4 2023. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 980 shares of JPMorgan International Bond Opportunities ETF worth $46.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its JPMorgan International Bond Opportunities ETF share count unchanged in Q1 2026.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3866 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan International Bond Opportunities ETF position peaked at $158K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

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