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

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EWA
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HWM
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RWA
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MA
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return