Carson Wealth (CWM LLC)’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.6K	Buy	628 +2	+0.3%	+$80	﹤0.01%	4292
2025 Q4	$25K	Buy	626 +2	+0.3%	+$81	﹤0.01%	4042
2025 Q3	$25K	Sell	624 -251	-29%	-$9.91K	﹤0.01%	3987
2025 Q2	$34K	Sell	875 -77	-8%	-$2.92K	﹤0.01%	3556
2025 Q1	$37K	Buy	952 +54	+6%	+$2.08K	﹤0.01%	3226
2024 Q4	$34K	Buy	+898	New	+$35.2K	﹤0.01%	3083

Other funds holding JPMB

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

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 0.32% in Q1 2026, buying an estimated $80 and bringing the position to 628 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Carson Wealth (CWM LLC) first reported a position in JPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $37K in Q1 2025. 39 funds tracked by Wall St. Rank hold JPMB as of Q1 2026.

Carson Wealth (CWM LLC) held 628 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $24.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2026, an estimated $80.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4292 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $37K in Q1 2025.
39 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2026.

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