Capital Wealth Planning, LLC Jpmorgan Chase & CO Transaction History

Capital Wealth Planning, LLC

  • $10.5 Billion
  • Q3 2024

A detailed history of Capital Wealth Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 2,500,288 shares of JPM stock, worth $594 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares
2,500,288
Previous 2,458,125 1.72%
Holding current value
$594 Million
Previous $497 Million 6.0%
% of portfolio
5.0%
Previous 5.24%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$194.9 - $224.8 $8.22 Million - $9.48 Million
42,163 Added 1.72%
2,500,288 $527 Million
Q2 2024

Aug 09, 2024
BUY
$180.08 - $204.79 $93.3 Million - $106 Million
518,100 Added 26.71%
2,458,125 $497 Million
Q1 2024

May 07, 2024
SELL
$167.09 - $200.3 $135 Million - $162 Million
-808,490 Reduced 29.42%
1,940,025 $389 Million
Q4 2023

Feb 08, 2024
SELL
$135.69 - $170.3 $24.7 Million - $31 Million
-182,195 Reduced 6.22%
2,748,515 $468 Million
Q3 2023

Nov 06, 2023
SELL
$143.21 - $158.0 $21.5 Million - $23.7 Million
-149,876 Reduced 4.87%
2,930,710 $425 Million
Q2 2023

Aug 04, 2023
BUY
$127.47 - $145.44 $6.09 Million - $6.95 Million
47,789 Added 1.58%
3,080,586 $448 Million
Q1 2023

May 04, 2023
BUY
$124.91 - $143.8 $26 Million - $29.9 Million
207,812 Added 7.36%
3,032,797 $395 Million
Q4 2022

Feb 03, 2023
BUY
$101.96 - $137.84 $24.7 Million - $33.4 Million
242,224 Added 9.38%
2,824,985 $379 Million
Q3 2022

Nov 09, 2022
BUY
$20.73 - $120.58 $5.54 Million - $32.2 Million
267,326 Added 11.55%
2,582,761 $270 Million
Q2 2022

Aug 08, 2022
BUY
$112.61 - $135.91 $83.6 Million - $101 Million
742,769 Added 47.23%
2,315,435 $261 Million
Q1 2022

May 11, 2022
BUY
$128.3 - $168.44 $31.6 Million - $41.5 Million
246,669 Added 18.6%
1,572,666 $214 Million
Q4 2021

Feb 04, 2022
BUY
$153.94 - $171.78 $77.3 Million - $86.2 Million
501,971 Added 60.92%
1,325,997 $210 Million
Q3 2021

Nov 03, 2021
BUY
$146.97 - $166.98 $6.96 Million - $7.91 Million
47,377 Added 6.1%
824,026 $135 Million
Q2 2021

Aug 03, 2021
BUY
$147.37 - $166.44 $12.2 Million - $13.8 Million
82,835 Added 11.94%
776,649 $121 Million
Q1 2021

Apr 19, 2021
SELL
$125.65 - $157.65 $4.56 Million - $5.72 Million
-36,271 Reduced 4.97%
693,814 $106 Million
Q4 2020

Jan 25, 2021
BUY
$96.54 - $127.07 $7.76 Million - $10.2 Million
80,346 Added 12.37%
730,085 $97.3 Million
Q3 2020

Nov 10, 2020
SELL
$91.28 - $103.82 $23 Million - $26.1 Million
-251,495 Reduced 27.91%
649,739 $62.6 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $14.6 Million - $19.7 Million
173,975 Added 23.92%
901,234 $84.8 Million
Q1 2020

Apr 30, 2020
BUY
$79.03 - $141.09 $13.2 Million - $23.5 Million
166,569 Added 29.71%
727,259 $65.5 Million
Q4 2019

Feb 26, 2020
SELL
$111.82 - $139.4 $14.6 Million - $18.2 Million
-130,477 Reduced 18.88%
560,690 $78.2 Million
Q3 2019

Nov 12, 2019
BUY
$104.8 - $120.23 $2.74 Million - $3.14 Million
26,149 Added 3.93%
691,167 $86.4 Million
Q2 2019

Aug 02, 2019
BUY
$104.64 - $116.12 $66.8 Million - $74.1 Million
638,198 Added 2379.56%
665,018 $74.3 Million
Q1 2019

May 14, 2019
SELL
$97.11 - $107.19 $493,998 - $545,275
-5,087 Reduced 15.94%
26,820 $0
Q4 2018

Feb 13, 2019
BUY
$92.14 - $115.32 $26,352 - $32,981
286 Added 0.9%
31,907 $3.11 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $100,916 - $115,545
974 Added 3.18%
31,621 $0
Q2 2018

Aug 13, 2018
SELL
$103.24 - $114.29 $139,374 - $154,291
-1,350 Reduced 4.22%
30,647 $0
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $3.42 Million - $3.8 Million
31,997 New
31,997 $0
Q4 2017

Feb 14, 2018
SELL
$95.86 - $107.83 $1.44 Million - $1.62 Million
-14,990 Closed
0 $0
Q3 2017

Nov 15, 2017
SELL
$88.42 - $95.51 $23.9 Million - $25.8 Million
-270,179 Reduced 94.74%
14,990 $0
Q2 2017

Aug 10, 2017
BUY
N/A
285,169
285,169 $26.1 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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