Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s The Joint Corp JYNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JYNT Stock Details JYNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4K Buy
1,399
+1,021
+270% +$9.29K ﹤0.01% 4691
2025
Q4 		$3K Sell
378
-267
-41% -$2.27K ﹤0.01% 4986
2025
Q3 		$6K Sell
645
-490
-43% -$5.32K ﹤0.01% 4680
2025
Q2 		$13K Buy
1,135
+921
+430% +$9.86K ﹤0.01% 4163
2025
Q1 		$3K Buy
214
+85
+66% +$961 ﹤0.01% 4636
2024
Q4 		$1K Buy
129
+102
+378% +$1.14K ﹤0.01% 4729
2024
Q3 		$0 Buy
27
+11
+69% +$136 ﹤0.01% 4981
2024
Q2 		$0 Buy
+16
New +$228 ﹤0.01% 4752
2023
Q4 		– Sell
-1,442
Closed -$13K – 4330
2023
Q3 		$13K Buy
+1,442
New +$16.3K ﹤0.01% 2983
2023
Q1 		– Sell
-26
Closed – – 4202
2022
Q4 		$0 Sell
26
-89
-77% -$1.38K ﹤0.01% 4110
2022
Q3 		$2K Buy
115
+81
+238% +$1.44K ﹤0.01% 3480
2022
Q2 		$1K Buy
34
+21
+162% +$469 ﹤0.01% 3566
2022
Q1 		$0 Buy
+13
New +$601 ﹤0.01% 3693

Other funds holding JYNT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its The Joint Corp (JYNT) stake by 270% in Q1 2026, buying an estimated $9.29K and bringing the position to 1,399 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4691.

Carson Wealth (CWM LLC) first reported a position in JYNT in Q1 2022 and has held it in 13 quarters since. The position peaked at $13K in Q2 2025. 86 funds tracked by Wall St. Rank hold JYNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,399 shares of The Joint Corp worth $12.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,021 The Joint Corp shares in Q1 2026, an estimated $9.29K.
  • The Joint Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4691 holding.
  • Carson Wealth (CWM LLC) first reported a position in The Joint Corp in Q1 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s The Joint Corp position peaked at $13K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held The Joint Corp as of Q1 2026.

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