Carson Wealth (CWM LLC)’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7K	Hold	244	–	–	﹤0.01%	4682
2025 Q4	$13K	Hold	244	–	–	﹤0.01%	4418
2025 Q3	$13K	Buy	244 +118	+94%	+$6.17K	﹤0.01%	4354
2025 Q2	$7K	Hold	126	–	–	﹤0.01%	4456
2025 Q1	$7K	Hold	126	–	–	﹤0.01%	4292
2024 Q4	$6K	Hold	126	–	–	﹤0.01%	4122
2024 Q3	$7K	Hold	126	–	–	﹤0.01%	3949
2024 Q2	$6K	Hold	126	–	–	﹤0.01%	3783
2024 Q1	$6K	Hold	126	–	–	﹤0.01%	3583
2023 Q4	$6K	Hold	126	–	–	﹤0.01%	3437
2023 Q3	$6K	Buy	+126	New	+$6.29K	﹤0.01%	3376

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q1 2026 at 244 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4682.

Carson Wealth (CWM LLC) first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $13K in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Carson Wealth (CWM LLC) held 244 shares of JPMorgan Limited Duration Bond ETF worth $12.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its JPMorgan Limited Duration Bond ETF share count unchanged in Q1 2026.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4682 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Limited Duration Bond ETF position peaked at $13K in Q4 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

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