Carson Wealth (CWM LLC)
JPST icon

Carson Wealth (CWM LLC)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.1M Buy
1,603,139
+487,822
+44% +$24.7M 0.21% 94
2025
Q4 		$56.4M Sell
1,115,317
-46,519
-4% -$2.36M 0.15% 127
2025
Q3 		$58.9M Buy
1,161,836
+27,067
+2% +$1.37M 0.18% 112
2025
Q2 		$57.5M Sell
1,134,769
-25,014
-2% -$1.26M 0.2% 99
2025
Q1 		$58.7M Buy
1,159,783
+59,153
+5% +$2.99M 0.23% 91
2024
Q4 		$55.4M Buy
1,100,630
+56,780
+5% +$2.87M 0.23% 85
2024
Q3 		$53M Sell
1,043,850
-17,286
-2% -$873K 0.23% 90
2024
Q2 		$53.6M Sell
1,061,136
-43,724
-4% -$2.2M 0.25% 75
2024
Q1 		$55.7M Buy
1,104,860
+125,786
+13% +$6.33M 0.27% 68
2023
Q4 		$49.2M Buy
979,074
+153,908
+19% +$7.72M 0.26% 76
2023
Q3 		$41.4M Buy
825,166
+346,848
+73% +$17.4M 0.25% 76
2023
Q2 		$24M Buy
478,318
+35,837
+8% +$1.8M 0.15% 133
2023
Q1 		$22.3M Sell
442,481
-10,806
-2% -$543K 0.15% 134
2022
Q4 		$22.7M Buy
453,287
+44,799
+11% +$2.25M 0.17% 128
2022
Q3 		$20.5M Buy
408,488
+39,094
+11% +$1.96M 0.16% 124
2022
Q2 		$18.5M Buy
369,394
+51,497
+16% +$2.58M 0.14% 140
2022
Q1 		$16M Buy
317,897
+192,181
+153% +$9.68M 0.11% 165
2021
Q4 		$6.35M Buy
+125,716
New +$6.36M 0.04% 271
2021
Q2 		$4.97M Hold
98,005
– – 0.04% 286
2021
Q1 		$4.97M Hold
98,005
– – 0.04% 286
2020
Q4 		$4.97M Hold
98,005
– – 0.04% 286
2020
Q3 		$4.97M Hold
98,005
– – 0.04% 286
2020
Q2 		$4.97M Hold
98,005
– – 0.04% 286
2020
Q1 		$4.97M Hold
98,005
– – 0.04% 286
2019
Q4 		$4.97M Hold
98,005
– – 0.04% 286
2019
Q3 		$4.97M Hold
98,005
– – 0.04% 286
2019
Q2 		$4.97M Hold
98,005
– – 0.04% 286
2019
Q1 		$4.97M Buy
98,005
+73,432
+299% +$3.69M 0.04% 286
2018
Q4 		$1.23M Sell
24,573
-13,557
-36% -$680K 0.03% 345
2018
Q3 		$1.91M Buy
38,130
+12,208
+47% +$613K 0.05% 255
2018
Q2 		$1.3M Buy
+25,922
New +$1.3M 0.04% 252

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 44% in Q1 2026, buying an estimated $24.7M and bringing the position to 1,603,139 shares worth $81.1M. The position accounts for 0.21% of the portfolio, ranked #94.

Carson Wealth (CWM LLC) first reported a position in JPST in Q2 2018 and has held it in 31 quarters since. 1,207 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,603,139 shares of JPMorgan Ultra-Short Income ETF worth $81.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 487,822 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $24.7M.
  • JPMorgan Ultra-Short Income ETF made up 0.21% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #94 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 31 quarters since.
  • 1,207 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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