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JPM
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Position history for Capital Wealth Planning, LLC's holdings in JPMORGAN CHASE & CO

Capital Wealth Planning, LLC holds 2.9M shares of JPM (JPMORGAN CHASE & CO), worth $845.1M as of 2026-Q1. The position was increased (+17.0% shares). JPM represents 4.7% of Capital Wealth Planning, LLC's portfolio.

Current Value

$845.1M

Current Shares

2.9M

Total Value Change

+$348M

Total Shares Change

+414,949

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.9M
+17.0%
$845.1M4.7%$300.26
68
2025-Q4
Increased
2.5M
+3.5%
$794.3M5.1%$321.97
64
2025-Q3
Decreased
2.4M
-1.4%
$748.1M5.3%$312.75
0
2025-Q2
Decreased
2.4M
-2.1%
$697.3M5.5%$283.07
0
2025-Q1
Increased
2.5M
+2.4%
$602.8M5.2%$237.97
63
2024-Q4
Decreased
2.4M
-4.0%
$575.3M5.3%$233.31
0
2024-Q3
Increased
2.5M
+1.7%
$527.2M4.9%$203.96
58
2024-Q2
Increased
2.5M
+26.7%
$497.2M5.2%$194.90
75

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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