Position history for Capital Wealth Planning, LLC's holdings in JPMORGAN CHASE & CO
Capital Wealth Planning, LLC holds 2.5M shares of JPM (JPMORGAN CHASE & CO), worth $794.3M as of 2025-Q4. The position was increased (++3.5% shares). JPM represents 5.1% of Capital Wealth Planning, LLC's portfolio.
Current Value
$794.3M
Current Shares
2.5M
Total Value Change
+$297.1M
Total Shares Change
-2,230
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.5M |
+3.5% |
| $794.3M |
| 5.1% |
| $321.97 |
64 |
| 2025-Q3 | Decreased | 2.4M | -1.4% | $748.1M | 5.3% | $312.75 | 0 |
| 2025-Q2 | Decreased | 2.4M | -2.1% | $697.3M | 5.5% | $283.07 | 0 |
| 2025-Q1 | Increased | 2.5M | +2.4% | $602.8M | 5.2% | $237.97 | 63 |
| 2024-Q4 | Decreased | 2.4M | -4.0% | $575.3M | 5.3% | $233.31 | 0 |
| 2024-Q3 | Increased | 2.5M | +1.7% | $527.2M | 4.9% | $203.96 | 58 |
| 2024-Q2 | Increased | 2.5M | +26.7% | $497.2M | 5.2% | $194.90 | 75 |