Carson Wealth (CWM LLC)
JPRE icon

Carson Wealth (CWM LLC)’s JPMorgan Realty Income ETF JPRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed – – 5504
2025
Q3 		$0 Hold
9
– – ﹤0.01% 5409
2025
Q2 		$0 Sell
9
-135
-94% -$6.37K ﹤0.01% 5209
2025
Q1 		$7K Buy
144
+1
+0.7% +$48 ﹤0.01% 4293
2024
Q4 		$7K Hold
143
– – ﹤0.01% 4053
2024
Q3 		$7K Hold
143
– – ﹤0.01% 3950
2024
Q2 		$6K Sell
143
-102
-42% -$4.36K ﹤0.01% 3784
2024
Q1 		$11K Buy
245
+1
+0.4% +$44 ﹤0.01% 3282
2023
Q4 		$11K Buy
244
+2
+0.8% +$82 ﹤0.01% 3137
2023
Q3 		$9K Sell
242
-80
-25% -$3.35K ﹤0.01% 3194
2023
Q2 		$14K Buy
322
+26
+9% +$1.08K ﹤0.01% 2871
2023
Q1 		$13K Buy
296
+1
+0.3% +$43 ﹤0.01% 2792
2022
Q4 		$12K Buy
295
+13
+5% +$569 ﹤0.01% 2698
2022
Q3 		$12K Buy
282
+59
+26% +$2.92K ﹤0.01% 2572
2022
Q2 		$11K Buy
+223
New +$11K ﹤0.01% 2524

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $251M AUM
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JPRE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of JPMorgan Realty Income ETF (JPRE) in Q4 2025, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in JPRE in Q2 2022 and held it in 14 quarters. The position peaked at $14K in Q2 2023. 68 funds tracked by Wall St. Rank hold JPRE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining JPMorgan Realty Income ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 JPMorgan Realty Income ETF shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Realty Income ETF in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s JPMorgan Realty Income ETF position peaked at $14K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.