HB Wealth Management, LLC's ownership history for JPM

HB Wealth Management, LLC currently holds 246.8K shares with a market value of $79.5M. It started holding JPM on 2024-09-30. At its peak, it held 246.8K shares on 2025-12-31. Its highest holding value was $79.5M on 2025-12-31. At its lowest, it held 162.9K shares on 2024-09-30, with a value of $34.4M on 2024-09-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 49.7K. In the recent year, HB Wealth Management, LLC has increased its shares by 75.6K.

It has also owned 60 contracts of puts, with the market value of the underlying securities totaling $1.9M on 2025-12-31. At its peak, it held 60 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $1.9M on 2025-12-31. At its lowest, it held 60 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $1.9M on 2025-12-31.