Carson Wealth (CWM LLC)
JPM icon

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
2014
Q1 		– Sell
-186
Closed -$66K – 322
2013
Q4 		$66K Buy
+186
New +$10.2K 0.01% 235

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.