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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.2K	Buy	595 +70	+13%	+$3.73K	﹤0.01%	4135
2025 Q4	$26K	Sell	525 -232	-31%	-$11.6K	﹤0.01%	4016
2025 Q3	$38K	Sell	757 -477	-39%	-$22.9K	﹤0.01%	3736
2025 Q2	$56K	Sell	1,234 -874	-41%	-$37.7K	﹤0.01%	3188
2025 Q1	$92K	Buy	+2,108	New	+$96.8K	﹤0.01%	2489
2023 Q1	–	Sell	-58	Closed	-$2K	–	4199
2022 Q4	$2K	Buy	+58	New	+$2.27K	﹤0.01%	3575
2019 Q1	–	Sell	-60	Closed	-$2K	–	3117
2018 Q4	$2K	Sell	60 -58	-49%	-$1.71K	﹤0.01%	1763
2018 Q3	$4K	Buy	+118	New	+$3.84K	﹤0.01%	1399

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 13% in Q1 2026, buying an estimated $3.73K and bringing the position to 595 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Carson Wealth (CWM LLC) first reported a position in JPSE in Q3 2018 and has held it in 8 quarters since. The position peaked at $92K in Q1 2025. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Carson Wealth (CWM LLC) held 595 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $31.2K as of Q1 2026.
Carson Wealth (CWM LLC) bought 70 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $3.73K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4135 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2018 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $92K in Q1 2025.
115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

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