Position history for HB Wealth Management, LLC's holdings in J P MORGAN EXCHANGE TRADED F
HB Wealth Management, LLC holds 12.4M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $586.2M as of 2025-Q4. The position was increased (++18.7% shares). JCPB represents 3.8% of HB Wealth Management, LLC's portfolio.
Current Value
$586.2M
Current Shares
12.4M
Total Value Change
+$408.5M
Total Shares Change
+8.6M
Other major holders of JCPB: BANK OF AMERICA CORP /DE/, MORGAN STANLEY
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 |