Capital Wealth Planning, LLC JPM Holdings History
Capital Wealth Planning, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 2.46 Mil shares of JPMorgan Chase & Co(JPM), totaling $602.80 Mil. This investment constitutes 5.23% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.09% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Capital Wealth Planning, LLC has made 22 purchases of JPM, at an average price of $138.63, for a total of 4.15 Mil shares. In addition, there have been 14 sales at an average price of $158.32 for 1.70 Mil shares. Based on historical transaction data and JPM's current price of $296.71, Capital Wealth Planning, LLC's estimated gain on his JPM holdings is $421.84 Mil, reflecting a 73.27% gain to date.
Capital Wealth Planning, LLC JPM ($296.71) Holding Chart
Capital Wealth Planning, LLC JPM ($296.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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