Capital Wealth Planning, LLC
Holdings in JPM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $791,338,486 | 2,455,895 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $748,103,437 | 2,371,694 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $697,298,779 | 2,405,225 | Shares | Other | 2025-08-07 |
| 2025-03-31 | $602,802,181 | 2,457,408 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $575,337,319 | 2,400,139 | Shares | Other | 2025-02-05 |
| 2024-09-30 | $527,210,727 | 2,500,288 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $497,180,362 | 2,458,125 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $388,587,006 | 1,940,025 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $467,522,400 | 2,748,515 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $425,011,563 | 2,930,710 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $448,040,427 | 3,080,586 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $395,203,776 | 3,032,797 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $378,830,487 | 2,824,985 | Shares | Other | 2023-02-03 |
| 2022-09-30 | $269,898,524 | 2,582,761 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $260,741,134 | 2,315,435 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $214,385,828 | 1,572,666 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $209,971,624 | 1,325,997 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $134,884,814 | 824,026 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $120,799,984 | 776,649 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $105,619,304 | 693,814 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $92,771,900 | 730,085 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $62,550,372 | 649,739 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $84,770,069 | 901,234 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $65,475,127 | 727,259 | Shares | Sole | 2020-04-30 |