Poehling Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,254
-15,235
| -78% | -$4.42M | 0.29% | 69 |
|
|
2025
Q1 | $4.78M | Sell |
19,489
-69
| -0.4% | -$16.9K | 1.21% | 24 |
|
|
2024
Q4 | $4.69M | Sell |
19,558
-182
| -0.9% | -$43.6K | 1.15% | 24 |
|
|
2024
Q3 | $4.16M | Sell |
19,740
-365
| -2% | -$77K | 1.06% | 28 |
|
|
2024
Q2 | $4.07M | Sell |
20,105
-785
| -4% | -$159K | 1.11% | 27 |
|
|
2024
Q1 | $4.18M | Sell |
20,890
-101
| -0.5% | -$20.2K | 1.12% | 28 |
|
|
2023
Q4 | $3.57M | Buy |
20,991
+295
| +1% | +$50.2K | 1.13% | 28 |
|
|
2023
Q3 | $3M | Sell |
20,696
-712
| -3% | -$103K | 1.05% | 30 |
|
|
2023
Q2 | $3.11M | Sell |
21,408
-1,183
| -5% | -$172K | 1.05% | 30 |
|
|
2023
Q1 | $2.94M | Sell |
22,591
-7
| -0% | -$912 | 0.99% | 34 |
|
|
2022
Q4 | $3.03M | Buy |
22,598
+1,182
| +6% | +$159K | 1.13% | 28 |
|
|
2022
Q3 | $2.24M | Buy |
21,416
+111
| +0.5% | +$11.6K | 0.94% | 32 |
|
|
2022
Q2 | $2.4M | Sell |
21,305
-243
| -1% | -$27.4K | 0.9% | 34 |
|
|
2022
Q1 | $2.94M | Buy |
21,548
+66
| +0.3% | +$9K | 0.91% | 33 |
|
|
2021
Q4 | $3.4M | Sell |
21,482
-202
| -0.9% | -$32K | 1.1% | 30 |
|
|
2021
Q3 | $3.55M | Sell |
21,684
-709
| -3% | -$116K | 1.2% | 27 |
|
|
2021
Q2 | $3.48M | Sell |
22,393
-118
| -0.5% | -$18.4K | 1.11% | 31 |
|
|
2021
Q1 | $3.43M | Sell |
22,511
-212
| -0.9% | -$32.3K | 1.2% | 26 |
|
|
2020
Q4 | $2.89M | Sell |
22,723
-195
| -0.9% | -$24.8K | 1.15% | 32 |
|
|
2020
Q3 | $2.21M | Sell |
22,918
-1,700
| -7% | -$164K | 1.13% | 32 |
|
|
2020
Q2 | $2.32M | Buy |
24,618
+8,370
| +52% | +$787K | 1.25% | 30 |
|
|
2020
Q1 | $1.46M | Sell |
16,248
-95
| -0.6% | -$8.55K | 1.07% | 34 |
|
|
2019
Q4 | $2.28M | Sell |
16,343
-10
| -0.1% | -$1.39K | 1.49% | 17 |
|
|
2019
Q3 | $1.93M | Sell |
16,353
-653
| -4% | -$76.9K | 1.41% | 21 |
|
|
2019
Q2 | $1.9M | Buy |
17,006
+7,931
| +87% | +$887K | 1.27% | 26 |
|
|
2019
Q1 | $919K | Hold |
9,075
| – | – | 0.67% | 53 |
|
|
2018
Q4 | $886K | Sell |
9,075
-100
| -1% | -$9.76K | 0.85% | 40 |
|
|
2018
Q3 | $1.04M | Buy |
9,175
+1,510
| +20% | +$170K | 0.73% | 44 |
|
|
2018
Q2 | $799K | Sell |
7,665
-1,155
| -13% | -$120K | 0.7% | 38 |
|
|
2018
Q1 | $970K | Hold |
8,820
| – | – | 0.78% | 45 |
|
|
2017
Q4 | $943K | Buy |
+8,820
| New | +$943K | 0.8% | 44 |
|