Carson Wealth (CWM LLC)
JVAL icon

Carson Wealth (CWM LLC)’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JVAL Stock Details JVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73M Buy
1,493,287
+696,074
+87% +$35.2M 0.19% 111
2025
Q4 		$39.1M Buy
797,213
+10,268
+1% +$496K 0.11% 174
2025
Q3 		$37.4M Sell
786,945
-66,644
-8% -$3.07M 0.11% 156
2025
Q2 		$37.8M Buy
853,589
+4,540
+0.5% +$187K 0.13% 140
2025
Q1 		$35.2M Sell
849,049
-11,169
-1% -$487K 0.14% 141
2024
Q4 		$37.2M Sell
860,218
-5,164
-0.6% -$228K 0.15% 120
2024
Q3 		$37.7M Sell
865,382
-19,567
-2% -$821K 0.16% 122
2024
Q2 		$36.2M Sell
884,949
-104,080
-11% -$4.22M 0.17% 123
2024
Q1 		$41.2M Sell
989,029
-48,897
-5% -$1.93M 0.2% 99
2023
Q4 		$40M Sell
1,037,926
-104,205
-9% -$3.71M 0.22% 90
2023
Q3 		$39.6M Buy
+1,142,131
New +$41.1M 0.24% 77

Other funds holding JVAL

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its JPMorgan US Value Factor ETF (JVAL) stake by 87% in Q1 2026, buying an estimated $35.2M and bringing the position to 1,493,287 shares worth $73M. The position accounts for 0.19% of the portfolio, ranked #111.

Carson Wealth (CWM LLC) first reported a position in JVAL in Q3 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,493,287 shares of JPMorgan US Value Factor ETF worth $73M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 696,074 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $35.2M.
  • JPMorgan US Value Factor ETF made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #111 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan US Value Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

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