Carson Wealth (CWM LLC)
JQUA icon

Carson Wealth (CWM LLC)’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JQUA Stock Details JQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.1K Buy
1,290
+699
+118% +$44.4K ﹤0.01% 3458
2025
Q4 		$37K Buy
591
+103
+21% +$6.47K ﹤0.01% 3818
2025
Q3 		$31K Hold
488
– – ﹤0.01% 3864
2025
Q2 		$29K Buy
488
+83
+20% +$4.74K ﹤0.01% 3674
2025
Q1 		$23K Sell
405
-119
-23% -$6.95K ﹤0.01% 3570
2024
Q4 		$30K Sell
524
-1,573
-75% -$91.2K ﹤0.01% 3174
2024
Q3 		$119K Sell
2,097
-47
-2% -$2.55K ﹤0.01% 2090
2024
Q2 		$114K Sell
2,144
-306
-12% -$15.8K ﹤0.01% 1888
2024
Q1 		$130K Buy
2,450
+1,784
+268% +$90.1K ﹤0.01% 1731
2023
Q4 		$32K Buy
666
+665
+66,500% +$29.9K ﹤0.01% 2471
2023
Q3 		$0 Buy
+1
New +$45 ﹤0.01% 4346
2022
Q3 		– Sell
-386
Closed -$14K – 4049
2022
Q2 		$14K Hold
386
– – ﹤0.01% 2369
2022
Q1 		$17K Hold
386
– – ﹤0.01% 2178
2021
Q4 		$18K Buy
+386
New +$16.9K ﹤0.01% 2052

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return