Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$845,143,447
+$53,804,961 QoQ
Shares Held
2,873,074
+17.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
4.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56.25333701812066.ToString("F0")%
Shared 0.ToString("F0")%
None 43.74666298187934.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $985,185,187 across 7 Banks - Diversified names. JPM ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,873,074 | $845,143,447 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
234,353 | $31,717,335 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,698,895 | $28,830,248 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,305,755 | $25,788,661 | |
| 5 | BCS |
Barclays PLC
|
906,223 | $19,175,678 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
838,001 | $18,151,101 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,452,014 | $16,378,717 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $845,143,447 | 2,873,074 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||