Carson Wealth (CWM LLC)’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.3K	Buy	+195	New	+$22.4K	﹤0.01%	4337
2022 Q4	–	Sell	-853	Closed	-$65K	–	4109
2022 Q3	$65K	Buy	853 +653	+327%	+$55.4K	﹤0.01%	1541
2022 Q2	$16K	Buy	+200	New	+$17.6K	﹤0.01%	2266

Other funds holding JPME

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2026: 195 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #4337 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in JPME as recently as Q3 2022.

Carson Wealth (CWM LLC) first reported a position in JPME in Q2 2022 and has held it in 3 quarters since. The position peaked at $65K in Q3 2022. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Carson Wealth (CWM LLC) held 195 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $22.3K as of Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4337 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2022 and has held it in 3 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $65K in Q3 2022.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

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