Capital Wealth Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $845M | Buy |
2,873,074
+417,179
| +17% | +$127M | 4.66% | 5 |
|
|
2025
Q4 | $794M | Buy |
2,455,895
+84,201
| +4% | +$26.1M | 5.14% | 4 |
|
|
2025
Q3 | $748M | Sell |
2,371,694
-33,531
| -1% | -$9.97M | 5.27% | 4 |
|
|
2025
Q2 | $697M | Sell |
2,405,225
-52,183
| -2% | -$13.3M | 5.5% | 3 |
|
|
2025
Q1 | $603M | Buy |
2,457,408
+57,269
| +2% | +$14.6M | 5.23% | 3 |
|
|
2024
Q4 | $575M | Sell |
2,400,139
-100,149
| -4% | -$23.3M | 5.32% | 4 |
|
|
2024
Q3 | $527M | Buy |
2,500,288
+42,163
| +2% | +$8.88M | 4.92% | 8 |
|
|
2024
Q2 | $497M | Buy |
2,458,125
+518,100
| +27% | +$101M | 5.21% | 5 |
|
|
2024
Q1 | $389M | Sell |
1,940,025
-808,490
| -29% | -$146M | 4.15% | 12 |
|
|
2023
Q4 | $468M | Sell |
2,748,515
-182,195
| -6% | -$27.6M | 5.35% | 4 |
|
|
2023
Q3 | $425M | Sell |
2,930,710
-149,876
| -5% | -$22.5M | 5.23% | 8 |
|
|
2023
Q2 | $448M | Buy |
3,080,586
+47,789
| +2% | +$6.57M | 5.53% | 3 |
|
|
2023
Q1 | $409M | Buy |
3,032,797
+207,812
| +7% | +$28.5M | 5.53% | 2 |
|
|
2022
Q4 | $379M | Buy |
2,824,985
+242,224
| +9% | +$30.7M | 5.54% | 6 |
|
|
2022
Q3 | $270M | Buy |
2,582,761
+267,326
| +12% | +$30.7M | 4.92% | 10 |
|
|
2022
Q2 | $261M | Buy |
2,315,435
+742,769
| +47% | +$92M | 5.11% | 10 |
|
|
2022
Q1 | $214M | Buy |
1,572,666
+246,669
| +19% | +$36.4M | 4.33% | 10 |
|
|
2021
Q4 | $210M | Buy |
1,325,997
+501,971
| +61% | +$82.4M | 4.65% | 10 |
|
|
2021
Q3 | $135M | Buy |
824,026
+47,377
| +6% | +$7.43M | 3.71% | 13 |
|
|
2021
Q2 | $121M | Buy |
776,649
+82,835
| +12% | +$13M | 3.4% | 13 |
|
|
2021
Q1 | $106M | Sell |
693,814
-36,271
| -5% | -$5.22M | 3.45% | 14 |
|
|
2020
Q4 | $97.3M | Buy |
730,085
+80,346
| +12% | +$8.98M | 3.75% | 13 |
|
|
2020
Q3 | $62.5M | Sell |
649,739
-251,495
| -28% | -$24.7M | 3.1% | 15 |
|
|
2020
Q2 | $84.8M | Buy |
901,234
+173,975
| +24% | +$16.5M | 4.83% | 10 |
|
|
2020
Q1 | $65.5M | Buy |
727,259
+166,569
| +30% | +$20.2M | 4.12% | 10 |
|
|
2019
Q4 | $78.2M | Sell |
560,690
-130,477
| -19% | -$16.7M | 4.62% | 5 |
|
|
2019
Q3 | $86.4M | Buy |
691,167
+26,149
| +4% | +$2.96M | 5.49% | 1 |
|
|
2019
Q2 | $74.3M | Buy |
665,018
+638,198
| +2,380% | +$70.4M | 5.39% | 2 |
|
|
2019
Q1 | $2.72M | Sell |
26,820
-5,087
| -16% | -$524K | 1.78% | 14 |
|
|
2018
Q4 | $3.12M | Buy |
31,907
+286
| +0.9% | +$30.5K | 2.07% | 15 |
|
|
2018
Q3 | $3.57M | Buy |
31,621
+974
| +3% | +$111K | 2.43% | 10 |
|
|
2018
Q2 | $3.19M | Sell |
30,647
-1,350
| -4% | -$148K | 2.22% | 10 |
|
|
2018
Q1 | $3.52M | Buy |
+31,997
| New | +$3.62M | 2.45% | 6 |
|
|
2017
Q4 | – | Sell |
-14,990
| Closed | -$1.43M | – | 136 |
|
|
2017
Q3 | $1.43M | Sell |
14,990
-270,179
| -95% | -$24.9M | 1.13% | 18 |
|
|
2017
Q2 | $26.1M | Buy |
285,169
+271,119
| +1,930% | +$23.4M | 4.17% | 8 |
|
|
2017
Q1 | $1.24M | Buy |
+14,050
| New | +$1.24M | 1.04% | 18 |
|
|
2016
Q4 | – | Sell |
-24,570
| Closed | -$1.64M | – | 121 |
|
|
2016
Q3 | $1.64M | Buy |
24,570
+16,380
| +200% | +$1.07M | 1.26% | 15 |
|
|
2016
Q2 | $502K | Sell |
8,190
-7,262
| -47% | -$454K | 0.38% | 45 |
|
|
2016
Q1 | $915K | Sell |
15,452
-13,800
| -47% | -$806K | 0.66% | 31 |
|
|
2015
Q4 | $1.93M | Sell |
29,252
-6,080
| -17% | -$396K | 1.77% | 14 |
|
|
2015
Q3 | $2.17M | Sell |
35,332
-3,216
| -8% | -$211K | 1.73% | 10 |
|
|
2015
Q2 | $2.61M | Buy |
38,548
+4,280
| +12% | +$279K | 1.56% | 11 |
|
|
2015
Q1 | $2.08M | Sell |
34,268
-3,273
| -9% | -$194K | 1.08% | 20 |
|
|
2014
Q4 | $2.35M | Buy |
37,541
+6,368
| +20% | +$383K | 1.1% | 14 |
|
|
2014
Q3 | $1.88M | Sell |
31,173
-5,738
| -16% | -$335K | 0.76% | 30 |
|
|
2014
Q2 | $2.13M | Sell |
36,911
-13,100
| -26% | -$736K | 0.79% | 26 |
|
|
2014
Q1 | $3.04M | Buy |
50,011
+39,911
| +395% | +$2.31M | 1.31% | 19 |
|
|
2013
Q4 | $479K | Sell |
10,100
-41,006
| -80% | -$2.25M | 0.58% | 32 |
|
|
2013
Q3 | $2.64M | Buy |
51,106
+36,911
| +260% | +$1.98M | 1.19% | 22 |
|
|
2013
Q2 | $749K | Buy |
+14,195
| New | +$722K | 0.59% | 32 |
|
Other funds holding JPM
VCM
VPM
Capital Wealth Planning's JPM Position: Q1 2026 in Review
Capital Wealth Planning increased its JPMorgan Chase (JPM) stake by 17% in Q1 2026, buying an estimated $127M and bringing the position to 2,873,074 shares worth $845M. The position accounts for 4.66% of the portfolio, ranked #5.
Capital Wealth Planning first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capital Wealth Planning held 2,873,074 shares of JPMorgan Chase worth $845M as of Q1 2026.
- Capital Wealth Planning bought 417,179 JPMorgan Chase shares in Q1 2026, an estimated $127M.
- JPMorgan Chase made up 4.66% of Capital Wealth Planning's portfolio in Q1 2026, its #5 holding.
- Capital Wealth Planning first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.