Carson Wealth (CWM LLC)
JSCP icon

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
2026
Q1 		$43.9M Buy
927,435
+30,031
+3% +$1.43M 0.12% 169
2025
Q4 		$42.7M Buy
897,404
+53,273
+6% +$2.54M 0.12% 164
2025
Q3 		$40.2M Buy
844,131
+157,700
+23% +$7.47M 0.12% 149
2025
Q2 		$32.6M Sell
686,431
-19,812
-3% -$931K 0.11% 158
2025
Q1 		$33.3M Buy
706,243
+532,598
+307% +$25M 0.13% 147
2024
Q4 		$8.1M Buy
173,645
+20,348
+13% +$954K 0.03% 365
2024
Q3 		$7.29M Buy
153,297
+81,654
+114% +$3.84M 0.03% 367
2024
Q2 		$3.32M Buy
71,643
+16,548
+30% +$764K 0.02% 512
2024
Q1 		$2.56M Buy
55,095
+40,930
+289% +$1.9M 0.01% 557
2023
Q4 		$659K Buy
+14,165
New +$646K ﹤0.01% 958
2022
Q3 		– Sell
-400
Closed -$19K – 4050
2022
Q2 		$19K Buy
+400
New +$18.8K ﹤0.01% 2149

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 3.3% in Q1 2026, buying an estimated $1.43M and bringing the position to 927,435 shares worth $43.9M. The position accounts for 0.12% of the portfolio, ranked #169.

Carson Wealth (CWM LLC) first reported a position in JSCP in Q2 2022 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 927,435 shares of JPMorgan Short Duration Core Plus ETF worth $43.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 30,031 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $1.43M.
  • JPMorgan Short Duration Core Plus ETF made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #169 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and has held it in 11 quarters since.
  • 124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

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