Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q1 2026 holdings

Shares (Q1 2026): 11,040
Value: $3.25M
% of portfolio: 0.5%
Quarters held: 21; Since Q1 2021

Holdings of JPM by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	11,040	$3.25M	0.5%	−1,096−9.0%	Reduced	Holders
Q4 2025	12,136	$3.91M	0.5%	+1,300+12.0%	Added	Holders
Q3 2025	10,836	$3.42M	0.5%	+4,778+78.9%	Added	Holders
Q2 2025	6,058	$1.76M	0.3%	−14−0.2%	Reduced	Holders
Q1 2025	6,072	$1.49M	0.2%	−11−0.2%	Reduced	Holders
Q4 2024	6,083	$1.46M	0.2%	+59+1.0%	Added	Holders
Q3 2024	6,024	$1.27M	0.2%	+216+3.7%	Added	Holders
Q2 2024	5,808	$1.17M	0.2%	−1,257−17.8%	Reduced	Holders
Q1 2024	7,065	$1.42M	0.2%	−7−0.1%	Reduced	Holders
Q4 2023	7,072	$1.20M	0.2%	+27+0.4%	Added	Holders
Q3 2023	7,045	$1.02M	0.2%	+311+4.6%	Added	Holders
Q2 2023	6,734	$979.4K	0.2%	+972+16.9%	Added	Holders
Q1 2023	5,762	$750.8K	0.2%	−1,103−16.1%	Reduced	Holders
Q4 2022	6,865	$920.6K	0.2%	−12,961−65.4%	Reduced	Holders
Q3 2022	19,826	$2.07M	0.6%	−3,658−15.6%	Reduced	Holders
Q2 2022	23,484	$2.65M	0.7%	−2,967−11.2%	Reduced	Holders
Q1 2022	26,451	$3.61M	0.8%	+282+1.1%	Added	Holders
Q4 2021	26,169	$4.14M	0.8%	+809+3.2%	Added	Holders
Q3 2021	25,360	$4.15M	0.9%	−117−0.5%	Reduced	Holders
Q2 2021	25,477	$3.96M	0.8%	−1,073−4.0%	Reduced	Holders
Q1 2021	26,550	$4.04M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.