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Showing 6 of 8 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in J P MORGAN EXCHANGE TRADED F

HB Wealth Management, LLC holds 15.6M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $730.9M as of 2026-Q2. The position was increased (+8.4% shares). JCPB represents 4.1% of HB Wealth Management, LLC's portfolio.

Current Value

$730.9M

Current Shares

15.6M

Total Value Change

+$553.2M

Total Shares Change

+11.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15.6M
+8.4%
$730.9M4.1%$46.57
63
2026-Q1
Increased
14.4M
+16.5%
$676.2M4.4%$46.15
67
2025-Q4
Increased
12.4M
+18.7%
$586.2M3.8%$46.04
68
2025-Q3
Increased
10.4M
+34.2%
$495.7M3.4%$45.49
74
2025-Q2
Increased
7.8M
+105.6%
$365.5M2.9%$44.47
86
2025-Q1
New
3.8M
-
$177.7M1.5%$43.89
70

Other major holders of JCPB: MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/

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