Poehling Capital Management, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Poehling Capital Management, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,001,315
-3.6%
20,696
-3.3%
1.05%
-0.2%
Q2 2023$3,113,642
+5.8%
21,408
-5.2%
1.05%
+6.0%
Q1 2023$2,943,826
-2.9%
22,591
-0.0%
0.99%
-12.6%
Q4 2022$3,030,454
+35.4%
22,598
+5.5%
1.14%
+21.0%
Q3 2022$2,238,000
-6.7%
21,416
+0.5%
0.94%
+4.0%
Q2 2022$2,399,000
-18.3%
21,305
-1.1%
0.90%
-0.7%
Q1 2022$2,937,000
-13.7%
21,548
+0.3%
0.91%
-17.3%
Q4 2021$3,402,000
-4.1%
21,482
-0.9%
1.10%
-8.3%
Q3 2021$3,549,000
+1.9%
21,684
-3.2%
1.20%
+8.0%
Q2 2021$3,483,000
+1.6%
22,393
-0.5%
1.11%
-7.5%
Q1 2021$3,427,000
+18.7%
22,511
-0.9%
1.20%
+4.7%
Q4 2020$2,887,000
+30.9%
22,723
-0.9%
1.14%
+1.1%
Q3 2020$2,206,000
-4.7%
22,918
-6.9%
1.13%
-9.1%
Q2 2020$2,316,000
+58.3%
24,618
+51.5%
1.24%
+16.1%
Q1 2020$1,463,000
-35.8%
16,248
-0.6%
1.07%
-28.2%
Q4 2019$2,278,000
+18.3%
16,343
-0.1%
1.49%
+5.7%
Q3 2019$1,925,000
+1.3%
16,353
-3.8%
1.41%
+10.8%
Q2 2019$1,901,000
+106.9%
17,006
+87.4%
1.27%
+90.1%
Q1 2019$919,000
+3.7%
9,0750.0%0.67%
-21.5%
Q4 2018$886,000
-14.4%
9,075
-1.1%
0.85%
+16.3%
Q3 2018$1,035,000
+29.5%
9,175
+19.7%
0.73%
+5.0%
Q2 2018$799,000
-17.6%
7,665
-13.1%
0.70%
-10.7%
Q1 2018$970,000
+2.9%
8,8200.0%0.78%
-2.2%
Q4 2017$943,0008,8200.80%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders