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Capital Wealth Planning, LLC: JPM position timeline

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

Capital Wealth Planning, LLC held 2,882,314 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,882,314 shares
    Change vs previous 13F +9,240 shares

    4.71% of the 13F portfolio, value $943,467,692.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 2,873,074 shares
    Change vs previous 13F +417,179 shares

    4.66% of the 13F portfolio, value $845,143,442.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 2,455,895 shares
    Change vs previous 13F +84,201 shares

    5.14% of the 13F portfolio, value $794,260,801.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 2,371,694 shares
    Change vs previous 13F -33,531 shares

    5.27% of the 13F portfolio, value $748,103,284.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 2,405,225 shares
    Change vs previous 13F -52,183 shares

    5.5% of the 13F portfolio, value $697,298,887.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 2,457,408 shares
    Change vs previous 13F +57,269 shares

    5.23% of the 13F portfolio, value $602,802,069.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 2,400,139 shares
    Change vs previous 13F -100,149 shares

    5.32% of the 13F portfolio, value $575,337,395.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 2,500,288 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $527,210,799.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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