JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1566728
As of 2026-06-30, Capital Wealth Planning, LLC reported 2.88M JPM (shares), valued at $943.47M, or 4.71% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 0.32%; reported value increased 11.63%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.71% | 2,882,314 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.66% | 2,873,074 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.14% | 2,455,895 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.27% | 2,371,694 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 5.50% | 2,405,225 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 5.23% | 2,457,408 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 5.32% | 2,400,139 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 4.92% | 2,500,288 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 5.21% | 2,458,125 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 4.15% | 1,940,025 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.35% | 2,748,515 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 5.23% | 2,930,710 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.23% | 2,930,710 | $425.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 5.35% | 2,748,515 | $467.52M | Shares decreased 6.22%; reported value increased 10.00%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.15% | 1,940,025 | $388.59M | Shares decreased 29.42%; reported value decreased 16.88%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 5.21% | 2,458,125 | $497.18M | Shares increased 26.71%; reported value increased 27.95%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 4.92% | 2,500,288 | $527.21M | Shares increased 1.72%; reported value increased 6.04%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 5.32% | 2,400,139 | $575.34M | Shares decreased 4.01%; reported value increased 9.13%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 5.23% | 2,457,408 | $602.80M | Shares increased 2.39%; reported value increased 4.77%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 5.50% | 2,405,225 | $697.30M | Shares decreased 2.12%; reported value increased 15.68%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 5.27% | 2,371,694 | $748.10M | Shares decreased 1.39%; reported value increased 7.29%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 5.14% | 2,455,895 | $794.26M | Shares increased 3.55%; reported value increased 6.17%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 4.66% | 2,873,074 | $845.14M | Shares increased 16.99%; reported value increased 6.41%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.71% | 2,882,314 | $943.47M | Shares increased 0.32%; reported value increased 11.63%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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