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
Other major holders of JCPB: BANK OF AMERICA CORP /DE/, MORGAN STANLEY
Increased |
| 14.4M |
+16.5% |
| $676.2M |
| 4.4% |
| $47.71 |
67 |
| 2025-Q4 | Increased | 12.4M | +18.7% | $586.2M | 3.8% | $47.26 | 68 |
| 2025-Q3 | Increased | 10.4M | +34.2% | $495.7M | 3.4% | $46.60 | 74 |
| 2025-Q2 | Increased | 7.8M | +105.6% | $365.5M | 2.9% | $45.40 | 86 |
| 2025-Q1 | New | 3.8M | - | $177.7M | 1.5% | $44.85 | 70 |