SEC 13F Intelligence

Punch & Associates Investment Management, Inc. / JPM

Punch & Associates Investment Management, Inc.’s Jpmorgan Chase & Co Position

Does Punch & Associates Investment Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 44.5K shares worth $13M (+0.75% of its 13F portfolio) as of Q1 2026, down from 46.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
44.5K
% of Portfolio
+0.75%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $7MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $9MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $17MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.5K$13M+0.75%
Q4 202546.0K$15M+0.87%
Q3 202545.6K$14M+0.83%
Q2 202559.6K$17M+1.06%
Q1 202557.2K$14M+0.92%
Q4 202457.4K$14M+0.75%
Q3 202458.1K$12M+0.68%
Q2 202471.6K$14M+0.85%
Q1 202471.4K$14M+0.81%
Q4 202377.4K$13M+0.77%
Q3 202377.4K$11M+0.72%
Q2 202376.8K$11M+0.68%
Q1 202377.9K$10M+0.65%
Q4 202278.2K$10M+0.68%
Q3 202276.9K$8M+0.56%
Q2 202276.8K$9M+0.61%
Q1 202277.5K$11M+0.60%
Q4 202175.2K$12M+0.62%
Q3 202175.1K$12M+0.70%
Q2 202174.9K$12M+0.58%
Q1 202175.0K$11M+0.69%
Q4 202073.7K$9M+0.65%
Q3 202075.7K$7M+0.63%
Q2 202076.7K$7M+0.65%
Q1 202077.2K$7M+0.83%
Q4 201976.1K$11M+0.84%
Q3 201978.1K$9M+0.76%
Q2 201979.1K$9M+0.74%
Q1 201978.2K$8M+0.68%
Q4 201877.1K$8M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Punch & Associates Investment Management, Inc.’s full portfolio or all institutional holders of JPM.