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

HB Wealth Management, LLC holds 3.3M shares of JMST (J P MORGAN EXCHANGE TRADED F), worth $166.7M as of 2026-Q2. The position was increased (+28.1% shares). JMST represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$166.7M

Current Shares

3.3M

Total Value Change

+$160.7M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.3M
+28.1%
$166.7M0.9%$50.89
53
2026-Q1
Increased
2.6M
+17.2%
$130.1M0.8%$50.55
50
2025-Q4
Increased
2.2M
+25.7%
$110.9M0.7%$50.30
52
2025-Q3
Increased
1.7M
+173.7%
$88.5M0.6%$49.95
68
2025-Q2
Decreased
633,259
-1.1%
$32.2M0.3%$49.48
0
2025-Q1
Increased
639,956
+10.2%
$32.5M0.3%$49.04
38
2024-Q4
Increased
580,541
+395.8%
$29.4M0.3%$48.66
56
2024-Q3
Increased
117,089
+4.3%
$6M0.1%$48.37
28

Other major holders of JMST: BANK OF AMERICA CORP /DE/, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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