Carson Wealth (CWM LLC)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.8K	Buy	475 +245	+107%	+$17.7K	﹤0.01%	4079
2025 Q4	$16K	Sell	230 -80	-26%	-$5.41K	﹤0.01%	4298
2025 Q3	$21K	Hold	310	–	–	﹤0.01%	4094
2025 Q2	$20K	Hold	310	–	–	﹤0.01%	3911
2025 Q1	$18K	Hold	310	–	–	﹤0.01%	3755
2024 Q4	$17K	Hold	310	–	–	﹤0.01%	3543
2024 Q3	$19K	Hold	310	–	–	﹤0.01%	3393
2024 Q2	$17K	Hold	310	–	–	﹤0.01%	3220
2024 Q1	$17K	Sell	310 -100	-24%	-$5.44K	﹤0.01%	3014
2023 Q4	$22K	Buy	+410	New	+$21.1K	﹤0.01%	2719
2022 Q1	–	Sell	-194	Closed	-$11K	–	3688
2021 Q4	$11K	Buy	+194	New	+$11.7K	﹤0.01%	2306
2021 Q2	$17K	Hold	267	–	–	﹤0.01%	1868
2021 Q1	$17K	Hold	267	–	–	﹤0.01%	1868
2020 Q4	$17K	Hold	267	–	–	﹤0.01%	1868
2020 Q3	$17K	Hold	267	–	–	﹤0.01%	1868
2020 Q2	$17K	Hold	267	–	–	﹤0.01%	1868
2020 Q1	$17K	Hold	267	–	–	﹤0.01%	1868
2019 Q4	$17K	Hold	267	–	–	﹤0.01%	1867
2019 Q3	$17K	Hold	267	–	–	﹤0.01%	1867
2019 Q2	$17K	Hold	267	–	–	﹤0.01%	1867
2019 Q1	$17K	Sell	267 -35,929	-99%	-$1.96M	﹤0.01%	1867
2018 Q4	$1.84M	Buy	36,196 +21,774	+151%	+$1.16M	0.05%	292
2018 Q3	$842K	Buy	14,422 +817	+6%	+$47.2K	0.02%	332
2018 Q2	$784K	Buy	+13,605	New	+$814K	0.03%	292

Other funds holding JPIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 107% in Q1 2026, buying an estimated $17.7K and bringing the position to 475 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4079.

Carson Wealth (CWM LLC) first reported a position in JPIN in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.84M in Q4 2018. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

Carson Wealth (CWM LLC) held 475 shares of JPMorgan Diversified Return International Equity ETF worth $33.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 245 JPMorgan Diversified Return International Equity ETF shares in Q1 2026, an estimated $17.7K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4079 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2018 and has held it in 24 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Diversified Return International Equity ETF position peaked at $1.84M in Q4 2018.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

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