Question 1

How many shares of JPM does Capital Wealth Planning, LLC own?

Accepted Answer

As of 2026-Q1, Capital Wealth Planning, LLC holds 2.9M shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Capital Wealth Planning, LLC's JPM position worth?

Accepted Answer

As of 2026-Q1, Capital Wealth Planning, LLC's JPM position is worth $845.1M.

Question 3

Is Capital Wealth Planning, LLC buying or selling JPM?

Accepted Answer

In 2026-Q1, Capital Wealth Planning, LLC increased their JPM position (+17.0% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in JPM in 2026-Q1. They have held the position across 29 quarters.