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Disclosery

HB Wealth Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on JPM, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 259,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,187 shares
    Change vs previous 13F +1,353 shares

    0.48% of the 13F portfolio, value $84,839,988.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 257,834 shares
    Change vs previous 13F +10,997 shares

    0.49% of the 13F portfolio, value $75,844,712.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 246,837 shares
    Change vs previous 13F +4,739 shares

    0.52% of the 13F portfolio, value $79,535,970.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 242,098 shares
    Change vs previous 13F +44,932 shares

    0.52% of the 13F portfolio, value $76,364,979.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 197,166 shares
    Change vs previous 13F -21,978 shares

    0.46% of the 13F portfolio, value $57,160,611.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 219,144 shares
    Change vs previous 13F +47,905 shares

    0.45% of the 13F portfolio, value $53,756,247.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 171,239 shares
    Change vs previous 13F +8,324 shares

    0.42% of the 13F portfolio, value $41,046,932.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 162,915 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $34,352,438.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).