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

Yes. Capital Wealth Planning holds 2,882,314 shares of JPM (JPMorgan Chase), worth $943.5M, as of its Q2 2026 13F filing. It increased the position by 9,240 shares (+0.3%) from Q1 2026. Capital Wealth Planning has held JPM in every 13F on record since Q1 2019, 30 quarterly filings. JPM is 4.7% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$943.5M

Current Shares

2.9M

Total Value Change

+$416.3M

Total Shares Change

+382,026

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+0.3%
$943.5M4.7%$325.86
58
2026-Q1
Increased
2.9M
+17.0%
$845.1M4.7%$291.35
68
2025-Q4
Increased
2.5M
+3.5%
$794.3M5.1%$317.71
64
2025-Q3
Decreased
2.4M
-1.4%
$748.1M5.3%$309.51
0
2025-Q2
Decreased
2.4M
-2.1%
$697.3M5.5%$283.10
0
2025-Q1
Increased
2.5M
+2.4%
$602.8M5.2%$238.07
63
2024-Q4
Decreased
2.4M
-4.0%
$575.3M5.3%$231.45
0
2024-Q3
Increased
2.5M
+1.7%
$527.2M4.9%$202.36
58

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

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