Poehling Capital Management, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1730815 Madison, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,247,127

+$43,131 QoQ

Shares Held

3,810

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,424

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $24,781,232 across 4 Banks - Diversified names. JPM ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	141,178	$11,666,949
2	C	Citigroup Inc	61,847	$8,656,106
3	BAC	Bank Of America Corp /De/	56,354	$3,211,050
4	JPM	Jpmorgan Chase & Co This page	3,810	$1,247,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,247,127	3,810	-6.9%	Shares	Sole	2026-07-20
2026-03-31	$1,203,996	4,093	-3.8%	Shares	Sole	2026-04-21
2025-12-31	$1,371,046	4,255	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,342,154	4,255	+0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,233,277	4,254	-78.2%	Shares	Sole	2025-08-11
2025-03-31	$4,780,651	19,489	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$4,688,248	19,558	-0.9%	Shares	Sole	2025-02-18
2024-09-30	$4,162,376	19,740	-1.8%	Shares	Sole	2024-11-13
2024-06-30	$4,066,437	20,105	-3.8%	Shares	Sole	2024-08-09
2024-03-31	$4,184,267	20,890	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$3,570,569	20,991	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$3,001,333	20,696	-3.3%	Shares	Sole	2023-11-15
2023-06-30	$3,113,579	21,408	-5.2%	Shares	Sole	2023-08-14
2023-03-31	$2,943,833	22,591	-0.0%	Shares	Sole	2023-05-11
2022-12-31	$3,030,391	22,598	+5.5%	Shares	Sole	2023-02-13
2022-09-30	$2,237,972	21,416	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$2,399,156	21,305	-1.1%	Shares	Sole	2022-08-09
2022-03-31	$2,937,423	21,548	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$3,401,674	21,482	-0.9%	Shares	Sole	2022-01-10
2021-09-30	$3,549,453	21,684	-3.2%	Shares	Sole	2021-11-12
2021-06-30	$3,483,007	22,393	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$3,426,849	22,511	-0.9%	Shares	Sole	2021-05-11
2020-12-31	$2,887,411	22,723	-0.9%	Shares	Sole	2021-02-16
2020-09-30	$2,206,315	22,918	-6.9%	Shares	Sole	2020-11-10
2020-06-30	$2,315,569	24,618	+51.5%	Shares	Sole	2020-08-13
2020-03-31	$1,462,807	16,248	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.