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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Sell	892 -10	-1%	-$1.31K	﹤0.01%	3137
2025 Q4	$112K	Sell	902 -65	-7%	-$8.03K	﹤0.01%	2982
2025 Q3	$120K	Sell	967 -28	-3%	-$3.4K	﹤0.01%	2835
2025 Q2	$118K	Buy	995 +3	+0.3%	+$342	﹤0.01%	2580
2025 Q1	$114K	Buy	992 +3	+0.3%	+$349	﹤0.01%	2328
2024 Q4	$113K	Buy	989 +4	+0.4%	+$478	﹤0.01%	2204
2024 Q3	$118K	Buy	985 +3	+0.3%	+$343	﹤0.01%	2100
2024 Q2	$107K	Sell	982 -165	-14%	-$18K	﹤0.01%	1933
2024 Q1	$128K	Buy	1,147 +2	+0.2%	+$211	﹤0.01%	1739
2023 Q4	$118K	Sell	1,145 -63	-5%	-$6.07K	﹤0.01%	1653
2023 Q3	$113K	Sell	1,208 -148	-11%	-$14.5K	﹤0.01%	1562
2023 Q2	$133K	Sell	1,356 -121	-8%	-$11.5K	﹤0.01%	1422
2023 Q1	$141K	Sell	1,477 -56	-4%	-$5.4K	﹤0.01%	1342
2022 Q4	$145K	Sell	1,533 -754	-33%	-$70.8K	﹤0.01%	1225
2022 Q3	$195K	Sell	2,287 -539	-19%	-$51.2K	﹤0.01%	1067
2022 Q2	$259K	Sell	2,826 -65	-2%	-$6.43K	﹤0.01%	943
2022 Q1	$302K	Sell	2,891 -96	-3%	-$9.8K	﹤0.01%	881
2021 Q4	$317K	Buy	+2,987	New	+$305K	﹤0.01%	847
2021 Q2	$1.81M	Hold	18,665	–	–	0.01%	461
2021 Q1	$1.81M	Hold	18,665	–	–	0.01%	461
2020 Q4	$1.81M	Hold	18,665	–	–	0.01%	461
2020 Q3	$1.81M	Hold	18,665	–	–	0.01%	461
2020 Q2	$1.81M	Hold	18,665	–	–	0.01%	461
2020 Q1	$1.81M	Hold	18,665	–	–	0.01%	461
2019 Q4	$1.81M	Hold	18,665	–	–	0.01%	461
2019 Q3	$1.81M	Hold	18,665	–	–	0.01%	461
2019 Q2	$1.81M	Hold	18,665	–	–	0.01%	461
2019 Q1	$1.81M	Sell	18,665 -57,625	-76%	-$4.07M	0.01%	461
2018 Q4	$4.95M	Buy	76,290 +2,282	+3%	+$159K	0.12%	154
2018 Q3	$5.52M	Buy	74,008 +22,579	+44%	+$1.67M	0.14%	148
2018 Q2	$3.65M	Buy	51,429 +44,820	+678%	+$3.17M	0.12%	147
2018 Q1	$461K	Buy	6,609 +6,551	+11,295%	+$467K	0.02%	286
2017 Q4	$4K	Buy	+58	New	+$4.03K	﹤0.01%	1141

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.1% in Q1 2026, selling an estimated $1.31K and leaving 892 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Carson Wealth (CWM LLC) first reported a position in JPUS in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.52M in Q3 2018. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Carson Wealth (CWM LLC) held 892 shares of JPMorgan Diversified Return US Equity ETF worth $116K as of Q1 2026.
Carson Wealth (CWM LLC) sold 10 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $1.31K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3137 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 33 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan Diversified Return US Equity ETF position peaked at $5.52M in Q3 2018.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

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