Pointe Capital Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1640335 GROSSE POINTE FARMS, MI

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,293,594

+$369,938 QoQ

Shares Held

10,062

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

#2,480

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pointe Capital Management LLC holds $5,704,161 across 4 Banks - Diversified names. JPM ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,062	$3,293,594
2	WFC	Wells Fargo & Company/Mn	10,967	$906,312
3	BAC	Bank Of America Corp /De/	15,339	$874,016
4	C	Citigroup Inc	4,503	$630,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,293,594	10,062	+1.2%	Shares	Sole	2026-08-14
2026-03-31	$2,923,656	9,939	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$3,181,922	9,875	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$3,136,320	9,943	0.0%	Shares	Sole	2025-11-24
2025-06-30	$2,882,575	9,943	0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,439,017	9,943	-1.3%	Shares	Sole	2025-05-01
2024-12-31	$2,414,598	10,073	-2.9%	Shares	Sole	2025-02-05
2024-09-30	$2,187,672	10,375	-18.0%	Shares	Sole	2024-10-24
2024-06-30	$2,558,386	12,649	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$2,520,374	12,583	-0.4%	Shares	Sole	2024-05-07
2023-12-31	$2,148,873	12,633	-1.1%	Shares	Sole	2024-02-06
2023-09-30	$1,851,615	12,768	-6.2%	Shares	Sole	2023-11-07
2023-06-30	$1,980,601	13,618	+2.0%	Shares	Sole	2023-08-14
2023-03-31	$1,739,768	13,351	+5.3%	Shares	Sole	2023-05-15
2022-12-31	$1,701,058	12,685	-3.7%	Shares	Sole	2023-02-13
2022-09-30	$1,376,787	13,175	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,483,636	13,175	-0.1%	Shares	Sole	2022-08-26
2022-03-31	$1,797,379	13,185	+7.4%	Shares	Sole	2022-05-13
2021-12-31	$1,943,746	12,275	0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,009,294	12,275	0.0%	Shares	Sole	2021-10-29
2021-06-30	$1,909,253	12,275	+17.1%	Shares	Sole	2021-08-13
2021-03-31	$1,595,827	10,483	-1.7%	Shares	Sole	2021-05-11
2020-12-31	$1,354,820	10,662	0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,026,430	10,662	+19.4%	Shares	Sole	2020-11-05
2020-06-30	$839,955	8,930	0.0%	Shares	Sole	2020-08-13
2020-03-31	$803,967	8,930	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.