Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JSCP Stock Details JSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$40.2M Buy
2025
Q2 		$32.6M Sell
2025
Q1 		$33.3M Buy
2024
Q4 		$8.1M Buy
2024
Q3 		$7.29M Buy
2024
Q2 		$3.32M Buy
2024
Q1 		$2.56M Buy
2023
Q4 		$659K Buy
2022
Q3 		– Sell
2022
Q2 		$19K Buy