Position history for HB Wealth Management, LLC's holdings in JPMORGAN CHASE & CO
HB Wealth Management, LLC holds 246,837 shares of JPM (JPMORGAN CHASE & CO), worth $79.5M as of 2025-Q4. The position was increased (++2.0% shares). JPM represents 0.5% of HB Wealth Management, LLC's portfolio.
Current Value
$79.5M
Current Shares
246,837
Total Value Change
+$47.1M
Total Shares Change
+86,608
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 246,837 |
+2.0% |
| $79.5M |
| 0.5% |
| $321.97 |
43 |
| 2025-Q3 | Increased | 242,098 | +22.8% | $76.4M | 0.5% | $312.75 | 51 |
| 2025-Q2 | Decreased | 197,166 | -10.0% | $57.2M | 0.5% | $283.07 | 0 |
| 2025-Q1 | Increased | 219,144 | +28.0% | $53.8M | 0.5% | $237.97 | 44 |
| 2024-Q4 | Increased | 171,239 | +5.1% | $41M | 0.4% | $233.31 | 37 |
| 2024-Q3 | Increased | 162,915 | +1.7% | $34.4M | 0.4% | $203.96 | 35 |
| 2024-Q2 | Increased | 160,229 | +6.2% | $32.4M | 0.4% | $194.90 | 37 |