JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPoehling Capital Management, LLC
Latest Disclosed Ownership4,093 shares
Latest Disclosed Value $ 1,203,939
Poehling Capital Management, LLC reports 3.81% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Poehling Capital Management, LLC filed a 13F-HR form disclosing ownership of 4,093 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,203,939 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,255 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.81% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,093 -162 -3.81 1,204 -12.25 0.2531
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,255 0 0.00 1,371 2.16 0.2805
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,255 1 0.02 1,342 8.84 0.2821
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,254 -15,235 -78.17 1,233 -74.21 0.2881
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,489 -69 -0.35 4,781 1.96 1.2098
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,558 -182 -0.92 4,688 12.64 1.1534
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,740 -365 -1.82 4,162 2.36 1.0643
2024-08-09 2024-06-30 13F J P MORGAN CHASE COM 46625H100 20,105 -785 -3.76 4,066 -2.82 1.1128
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,890 -101 -0.48 4,184 17.20 1.1209
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,991 295 1.43 3,571 18.96 1.1308
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,696 -712 -3.33 3,001 -3.60 1.0502
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,408 -1,183 -5.24 3,114 5.78 1.0521
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,591 -7 -0.03 2,944 -2.87 0.9921
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,598 1,182 5.52 3,030 35.39 1.1347
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,416 111 0.52 2,238 -6.71 0.9377
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,305 -243 -1.13 2,399 -18.32 0.9024
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 21,548 66 0.31 2,937 -13.67 0.9076
2022-01-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 21,482 -202 -0.93 3,402 -4.14 1.0982
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 21,684 -709 -3.17 3,549 1.89 1.1984
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,393 -118 -0.52 3,483 1.63 1.1093
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,511 -212 -0.93 3,427 18.70 1.1994
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,723 -195 -0.85 2,887 30.87 1.1451
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,918 -1,700 -6.91 2,206 -4.75 1.1324
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,618 8,370 51.51 2,316 58.30 1.2453
2020-05-06 2020-03-31 13F J P MORGAN CHASE COM 46625H100 16,248 -95 -0.58 1,463 -35.78 1.0719
2020-02-10 2019-12-31 13F J P MORGAN CHASE COM 46625H100 16,343 -10 -0.06 2,278 18.34 1.4921
2019-11-12 2019-09-30 13F J P MORGAN CHASE COM 46625H100 16,353 -653 -3.84 1,925 1.26 1.4123
2019-08-09 2019-06-30 13F J P MORGAN CHASE COM 46625H100 17,006 7,931 87.39 1,901 106.86 1.2737
2019-05-13 2019-03-31 13F J P MORGAN CHASE COM 46625H100 9,075 0 0.00 919 3.72 0.6698
2019-02-13 2018-12-31 13F J P MORGAN CHASE COM 46625H100 9,075 -100 -1.09 886 -14.40 0.8544
2018-11-13 2018-09-30 13F J P MORGAN CHASE COM 46625H100 9,175 1,510 19.70 1,035 29.54 0.7335
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,665 -1,155 -13.10 799 -17.63 0.6994
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,820 0 0.00 970 2.86 0.7833
2018-02-12 2017-12-31 13F J P Morgan Chase COM 46625H100 8,820 8,820 943 0.8011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.