Carson Wealth (CWM LLC)
JTAI icon

Carson Wealth (CWM LLC)’s Jet.AI JTAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JTAI Stock Details JTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 5745
2025
Q4 		– Hold
0
– – – 5505
2025
Q3 		– Hold
0
– – – 5411
2025
Q2 		– Hold
0
– – – 5211
2025
Q1 		– Hold
0
– – – 5125
2024
Q4 		– Hold
0
– – – 5032
2024
Q3 		– Hold
0
– – – 4979
2024
Q2 		– Hold
0
– – – 4750
2024
Q1 		– Hold
0
– – – 4524
2023
Q4 		– Hold
0
– – – 4329
2023
Q3 		– Hold
0
– – – 4347

Other funds holding JTAI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFF
Michels Family Financial Fort Worth, Texas $139M AUM 20.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $146K AUM