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JCPB
5 quarters

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

HB Wealth Management, LLC holds 14.4M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $676.2M as of 2026-Q1. The position was increased (+16.5% shares). JCPB represents 4.4% of HB Wealth Management, LLC's portfolio.

Current Value

$676.2M

Current Shares

14.4M

Total Value Change

+$498.5M

Total Shares Change

+10.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
14.4M
+16.5%
$676.2M4.4%$47.71
67
2025-Q4
Increased
12.4M
+18.7%
$586.2M3.8%$47.26
68
2025-Q3
Increased
10.4M
+34.2%
$495.7M3.4%$46.60
74
2025-Q2
Increased
7.8M
+105.6%
$365.5M2.9%$45.40
86
2025-Q1
New
3.8M
-
$177.7M1.5%$44.85
70

Other major holders of JCPB: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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