Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan Chase JPM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162M Buy
550,203
+14,094
+3% +$4.28M 0.43% 44
2025
Q4 		$173M Buy
536,109
+55,656
+12% +$17.2M 0.47% 39
2025
Q3 		$152M Buy
480,453
+54,635
+13% +$16.2M 0.46% 44
2025
Q2 		$123M Sell
425,818
-1,357
-0.3% -$346K 0.44% 49
2025
Q1 		$105M Buy
427,175
+40,900
+11% +$10.4M 0.42% 46
2024
Q4 		$92.6M Buy
386,275
+21,865
+6% +$5.09M 0.38% 46
2024
Q3 		$76.8M Buy
364,410
+22,748
+7% +$4.79M 0.33% 54
2024
Q2 		$69.1M Buy
341,662
+14,351
+4% +$2.81M 0.33% 55
2024
Q1 		$65.6M Buy
327,311
+31,517
+11% +$5.69M 0.32% 58
2023
Q4 		$50.3M Buy
295,794
+57,703
+24% +$8.74M 0.27% 72
2023
Q3 		$34.5M Buy
238,091
+30,924
+15% +$4.64M 0.21% 91
2023
Q2 		$30.1M Buy
207,167
+25,059
+14% +$3.45M 0.19% 107
2023
Q1 		$23.7M Buy
182,108
+30,195
+20% +$4.14M 0.16% 127
2022
Q4 		$20.4M Buy
151,913
+22,803
+18% +$2.89M 0.15% 140
2022
Q3 		$13.5M Buy
129,110
+27,937
+28% +$3.21M 0.11% 159
2022
Q2 		$11.4M Buy
101,173
+7,386
+8% +$915K 0.09% 180
2022
Q1 		$12.8M Buy
93,787
+11,830
+14% +$1.75M 0.09% 184
2021
Q4 		$13M Buy
+81,957
New +$13.5M 0.09% 187
2021
Q2 		$9.7M Hold
62,369
– – 0.08% 202
2021
Q1 		$9.7M Hold
62,369
– – 0.08% 202
2020
Q4 		$9.7M Hold
62,369
– – 0.08% 202
2020
Q3 		$9.7M Hold
62,369
– – 0.08% 202
2020
Q2 		$9.7M Hold
62,369
– – 0.08% 202
2020
Q1 		$9.7M Hold
62,369
– – 0.08% 202
2019
Q4 		$9.7M Hold
62,369
– – 0.08% 202
2019
Q3 		$9.7M Hold
62,369
– – 0.08% 202
2019
Q2 		$9.7M Hold
62,369
– – 0.08% 202
2019
Q1 		$9.7M Buy
62,369
+40,192
+181% +$4.14M 0.08% 202
2018
Q4 		$2.17M Buy
22,177
+4,367
+25% +$465K 0.05% 278
2018
Q3 		$2.01M Buy
17,810
+2,226
+14% +$253K 0.05% 253
2018
Q2 		$1.62M Buy
15,584
+1,209
+8% +$133K 0.05% 232
2018
Q1 		$1.58M Buy
14,375
+1,264
+10% +$143K 0.06% 195
2017
Q4 		$1.4M Buy
13,111
+554
+4% +$56.1K 0.06% 207
2017
Q3 		$1.2M Sell
12,557
-1,872
-13% -$173K 0.06% 191
2017
Q2 		$1.32M Sell
14,429
-4,095
-22% -$353K 0.07% 181
2017
Q1 		$1.63M Sell
18,524
-53,112
-74% -$4.69M 0.09% 158
2016
Q4 		$6.18M Buy
71,636
+9,269
+15% +$707K 0.38% 68
2016
Q3 		$4.15M Sell
62,367
-7,617
-11% -$497K 0.29% 101
2016
Q2 		$4.35M Buy
69,984
+13,000
+23% +$812K 0.32% 97
2016
Q1 		$3.38M Sell
56,984
-124,038
-69% -$7.24M 0.3% 107
2015
Q4 		$12M Sell
181,022
-55,249
-23% -$3.6M 1.17% 23
2015
Q3 		$14.4M Buy
236,271
+7,342
+3% +$481K 1.45% 11
2015
Q2 		$15.5M Buy
228,929
+1,780
+0.8% +$116K 1.49% 10
2015
Q1 		$13.8M Sell
227,149
-5,390
-2% -$319K 1.39% 15
2014
Q4 		$14.6M Buy
232,539
+174,529
+301% +$10.5M 1.77% 9
2014
Q3 		$3.5M Buy
58,010
+49,685
+597% +$2.9M 0.51% 68
2014
Q2 		$480K Buy
+8,325
New +$468K 0.09% 122
2014
Q1 		– Sell
-12,974
Closed -$759K – 323
2013
Q4 		$759K Buy
12,974
+7,944
+158% +$435K 0.12% 118
2013
Q3 		$260K Buy
+5,030
New +$270K 0.07% 130

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $4.28M and bringing the position to 550,203 shares worth $162M. The position accounts for 0.43% of the portfolio, ranked #44.

Carson Wealth (CWM LLC) first reported a position in JPM in Q3 2013 and has held it in 49 quarters since. The position peaked at $173M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 550,203 shares of JPMorgan Chase worth $162M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,094 JPMorgan Chase shares in Q1 2026, an estimated $4.28M.
  • JPMorgan Chase made up 0.43% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #44 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Chase in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan Chase position peaked at $173M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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