Hb Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Hb Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,766,678 shares of JCPB stock, worth $370 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
7,766,678
Previous 3,777,846
105.58%
Holding current value
$370 Million
Previous $178 Million
105.67%
% of portfolio
2.98%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
396Shares Held
131MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$384 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$180 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$166 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$158 Million9.71% of portfolio
-
Vestmark Advisory Solutions, Inc.3.26MShares$156 Million2.49% of portfolio