Carson Wealth (CWM LLC)
JPIE icon

Carson Wealth (CWM LLC)’s JPMorgan Income ETF JPIE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Sell
16,616
-30,771
-65% -$1.42M ﹤0.01% 1713
2025
Q4 		$2.19M Sell
47,387
-2,612
-5% -$121K 0.01% 1110
2025
Q3 		$2.32M Buy
49,999
+40,730
+439% +$1.89M 0.01% 1028
2025
Q2 		$429K Buy
9,269
+6,449
+229% +$295K ﹤0.01% 1660
2025
Q1 		$130K Buy
+2,820
New +$129K ﹤0.01% 2209

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JPMorgan Income ETF (JPIE) stake by 65% in Q1 2026, selling an estimated $1.42M and leaving 16,616 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Carson Wealth (CWM LLC) first reported a position in JPIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q3 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,616 shares of JPMorgan Income ETF worth $766K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 30,771 JPMorgan Income ETF shares in Q1 2026, an estimated $1.42M.
  • JPMorgan Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1713 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Income ETF position peaked at $2.32M in Q3 2025.
  • 446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

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