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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in JPMORGAN CHASE & CO

HB Wealth Management, LLC holds 259,187 shares of JPM (JPMORGAN CHASE & CO), worth $84.8M as of 2026-Q2. The position was increased (+0.5% shares). JPM represents 0.5% of HB Wealth Management, LLC's portfolio.

Current Value

$84.8M

Current Shares

259,187

Total Value Change

+$50.5M

Total Shares Change

+96,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
259,187
+0.5%
$84.8M0.5%$325.86
36
2026-Q1
Increased
257,834
+4.5%
$75.8M0.5%$300.26
37
2025-Q4
Increased
246,837
+2.0%
$79.5M0.5%$321.97
43
2025-Q3
Increased
242,098
+22.8%
$76.4M0.5%$312.75
51
2025-Q2
Decreased
197,166
-10.0%
$57.2M0.5%$283.07
0
2025-Q1
Increased
219,144
+28.0%
$53.8M0.5%$237.97
44
2024-Q4
Increased
171,239
+5.1%
$41M0.4%$233.31
37
2024-Q3
Increased
162,915
+1.7%
$34.4M0.4%$203.96
35

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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