Back to JPM-PM
HB Wealth Management, LLC → JPM-PM
HB Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
52
Latest value
$2.5M
Q3 2026
Peak value
$730.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $79.5M |
| Q4 2025 | $1.9M |
| Q4 2025 | $2.3M |
| Q4 2025 | $394K |
| Q4 2025 | $201K |
| Q4 2025 | $1.8M |
| Q4 2025 | $110.9M |
| Q4 2025 | $586.2M |
| Q4 2025 | $475.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $763K |
| Q1 2026 | $1.8M |
| Q1 2026 | $75.8M |
| Q1 2026 | $2.3M |
| Q1 2026 | $202K |
| Q1 2026 | $823K |
| Q1 2026 | $238K |
| Q1 2026 | $1.6M |
| Q1 2026 | $130.1M |
| Q1 2026 | $676.2M |
| Q1 2026 | $480.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $828K |
| Q2 2026 | $56K |
| Q2 2026 | $2M |
| Q2 2026 | $84.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $745K |
| Q2 2026 | $252K |
| Q2 2026 | $722K |
| Q2 2026 | $166.7M |
| Q2 2026 | $730.9M |
| Q2 2026 | $397K |
| Q2 2026 | $506.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $1.6M |
| Q3 2026 | $270K |
| Q3 2026 | $93.4M |
| Q3 2026 | $2M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $777K |
| Q3 2026 | $254K |
| Q3 2026 | $474K |
| Q3 2026 | $14.7M |
| Q3 2026 | $216.2M |
| Q3 2026 | $720M |
| Q3 2026 | $334K |
| Q3 2026 | $516.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 26.2K | — | — |
| Q3 2026 | $2.2M | 36.7K | — | — |
| Q3 2026 | $516.7M | 10.31M | — | — |
| Q3 2026 | $334K | 4.5K | — | — |
| Q3 2026 | $720M | 16.14M | — | — |
| Q3 2026 | $216.2M | 4.28M | — | — |
| Q3 2026 | $14.7M | 308.5K | — | — |
| Q3 2026 | $474K | 8.4K | — | — |
| Q3 2026 | $254K | 2.5K | — | — |
| Q3 2026 | $777K | 9.9K | — | — |
| Q3 2026 | $1.1M | 25.4K | — | — |
| Q3 2026 | $2.3M | 28.1K | — | — |
| Q3 2026 | $2M | 6.0K | — | — |
| Q3 2026 | $93.4M | 282.5K | — | — |
| Q3 2026 | $270K | 18.2K | — | — |
| Q2 2026 | $1.6M | 15.9K | — | — |
| Q2 2026 | $2.3M | 37.2K | — | — |
| Q2 2026 | $506.5M | 10.07M | — | — |
| Q2 2026 | $397K | 5.5K | — | — |
| Q2 2026 | $730.9M | 15.63M | — | — |
| Q2 2026 | $166.7M | 3.27M | — | — |
| Q2 2026 | $722K | 12.8K | — | — |
| Q2 2026 | $252K | 2.5K | — | — |
| Q2 2026 | $745K | 9.9K | — | — |
| Q2 2026 | $1.1M | 24.6K | — | — |
| Q2 2026 | $2.5M | 30.4K | — | — |
| Q2 2026 | $84.8M | 259.2K | — | — |
| Q2 2026 | $2M | 6.0K | — | — |
| Q2 2026 | $56K | 13.5K | — | — |
| Q1 2026 | $828K | 9.8K | — | — |
| Q1 2026 | $1.4M | 24.6K | — | — |
| Q1 2026 | $480.9M | 9.55M | — | — |
| Q1 2026 | $676.2M | 14.42M | — | — |
| Q1 2026 | $130.1M | 2.55M | — | — |
| Q1 2026 | $1.6M | 28.1K | — | — |
| Q1 2026 | $238K | 2.5K | — | — |
| Q1 2026 | $823K | 11.9K | — | — |
| Q1 2026 | $202K | 4.4K | — | — |
| Q1 2026 | $2.3M | 30.4K | — | — |
| Q1 2026 | $75.8M | 257.8K | — | — |
| Q1 2026 | $1.8M | 6.0K | — | — |
| Q4 2025 | $763K | 8.2K | — | — |
| Q4 2025 | $1.4M | 24.8K | — | — |
| Q4 2025 | $475.3M | 9.44M | — | — |
| Q4 2025 | $586.2M | 12.38M | — | — |
| Q4 2025 | $110.9M | 2.18M | — | — |
| Q4 2025 | $1.8M | 32.1K | — | — |
| Q4 2025 | $201K | 2.2K | — | — |
| Q4 2025 | $394K | 6.0K | — | — |
| Q4 2025 | $2.3M | 30.9K | — | — |
| Q4 2025 | $1.9M | 6.0K | — | — |
| Q4 2025 | $79.5M | 246.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B