Carson Wealth (CWM LLC)
JTEK icon

Carson Wealth (CWM LLC)’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JTEK Stock Details JTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
2,809
-4,892
-64% -$419K ﹤0.01% 2641
2025
Q4 		$694K Buy
7,701
+5,103
+196% +$468K ﹤0.01% 1716
2025
Q3 		$239K Buy
2,598
+1,298
+100% +$112K ﹤0.01% 2302
2025
Q2 		$110K Buy
+1,300
New +$95.5K ﹤0.01% 2624

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 64% in Q1 2026, selling an estimated $419K and leaving 2,809 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Carson Wealth (CWM LLC) first reported a position in JTEK in Q2 2025 and has held it in 4 quarters since. The position peaked at $694K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,809 shares of JPMorgan US Tech Leaders ETF worth $223K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,892 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $419K.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2641 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan US Tech Leaders ETF position peaked at $694K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

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