A detailed history of Poehling Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Poehling Capital Management, Inc. holds 20,105 shares of JPM stock, worth $4.52 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
20,105
Previous 20,890 3.76%
Holding current value
$4.52 Million
Previous $4.18 Million 2.82%
% of portfolio
1.11%
Previous 1.12%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $141,362 - $160,760
-785 Reduced 3.76%
20,105 $4.07 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $16,876 - $20,230
-101 Reduced 0.48%
20,890 $4.18 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $40,028 - $50,238
295 Added 1.43%
20,991 $3.57 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $101,965 - $112,496
-712 Reduced 3.33%
20,696 $3 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $150,797 - $172,055
-1,183 Reduced 5.24%
21,408 $3.11 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $874 - $1,006
-7 Reduced 0.03%
22,591 $2.94 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $120,516 - $162,926
1,182 Added 5.52%
22,598 $3.03 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2,301 - $13,384
111 Added 0.52%
21,416 $2.24 Million
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $27,364 - $33,026
-243 Reduced 1.13%
21,305 $2.4 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $8,467 - $11,117
66 Added 0.31%
21,548 $2.94 Million
Q4 2021

Jan 10, 2022

SELL
$153.94 - $171.78 $31,095 - $34,699
-202 Reduced 0.93%
21,482 $3.4 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $104,201 - $118,388
-709 Reduced 3.17%
21,684 $3.55 Million
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $17,389 - $19,639
-118 Reduced 0.52%
22,393 $3.48 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $26,637 - $33,421
-212 Reduced 0.93%
22,511 $3.43 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $18,825 - $24,778
-195 Reduced 0.85%
22,723 $2.89 Million
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $155,176 - $176,494
-1,700 Reduced 6.91%
22,918 $2.21 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $703,331 - $949,576
8,370 Added 51.51%
24,618 $2.32 Million
Q1 2020

May 06, 2020

SELL
$79.03 - $141.09 $7,507 - $13,403
-95 Reduced 0.58%
16,248 $1.46 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $1,118 - $1,394
-10 Reduced 0.06%
16,343 $2.28 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $68,434 - $78,510
-653 Reduced 3.84%
16,353 $1.93 Million
Q2 2019

Aug 09, 2019

BUY
$104.64 - $116.12 $829,899 - $920,947
7,931 Added 87.39%
17,006 $1.9 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $9,214 - $11,532
-100 Reduced 1.09%
9,075 $886,000
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $156,451 - $179,131
1,510 Added 19.7%
9,175 $1.04 Million
Q2 2018

Aug 08, 2018

SELL
$103.24 - $114.29 $119,242 - $132,004
-1,155 Reduced 13.1%
7,665 $799,000
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $845,485 - $951,060
8,820
8,820 $943,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $659B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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