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Livermore
Livermore
ZHEN

Capital Planning LLC

SEC CIK
0001790688
Latest filing
Jul 22, 2026

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,014
Value
$331.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of JPM by Capital Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,014$331.9K0.1%+75+8.0%AddedHolders
Q1 2026939$276.2K0.1%+56+6.3%AddedHolders
Q4 2025883$287.4K0.1%00.0%UnchangedHolders
Q3 2025883$278.5K0.1%00.0%UnchangedHolders
Q2 2025883$256.0K0.1%−1,143−56.4%ReducedHolders
Q1 20252,026$497.0K0.1%−331−14.0%ReducedHolders
Q4 20242,357$565.0K0.1%+276+13.3%AddedHolders
Q3 20242,081$438.8K0.1%+351+20.3%AddedHolders
Q2 20241,730$349.9K0.1%00.0%UnchangedHolders
Q1 20241,730$346.5K0.1%00.0%UnchangedHolders
Q4 20231,730$294.3K0.1%−15−0.9%ReducedHolders
Q3 20231,745$253.1K0.1%00.0%UnchangedHolders
Q2 20231,745$253.8K0.1%−58−3.2%ReducedHolders
Q1 20231,803$234.9K0.1%+1,803NewHolders
Q4 20220$00.0%−3,319−100.0%Sold outHolders
Q3 20223,319$347.0K0.2%00.0%UnchangedHolders
Q2 20223,319$374.0K0.2%+42+1.3%AddedHolders
Q1 20223,277$447.0K0.2%−34−1.0%ReducedHolders
Q4 20213,311$524.0K0.2%00.0%UnchangedHolders
Q3 20213,311$542.0K0.2%00.0%UnchangedHolders
Q2 20213,311$515.0K0.2%−825−19.9%ReducedHolders
Q1 20214,136$630.0K0.3%––Holders

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