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%	4345
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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DJSG

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan US Quality Factor ETF (JQUA) stake by 118% in Q1 2026, buying an estimated $44.4K and bringing the position to 1,290 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

Carson Wealth (CWM LLC) first reported a position in JQUA in Q4 2021 and has held it in 14 quarters since. The position peaked at $130K in Q1 2024. 460 funds tracked by Wall St. Rank hold JQUA as of Q1 2026.

Carson Wealth (CWM LLC) held 1,290 shares of JPMorgan US Quality Factor ETF worth $79.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 699 JPMorgan US Quality Factor ETF shares in Q1 2026, an estimated $44.4K.
JPMorgan US Quality Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3458 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan US Quality Factor ETF in Q4 2021 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan US Quality Factor ETF position peaked at $130K in Q1 2024.
460 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q1 2026.

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