SEC 13F Intelligence

Pointe Capital Management LLC / JPM

Pointe Capital Management LLC’s Jpmorgan Chase & Co Position

Does Pointe Capital Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 9.9K shares worth $3M (+1.45% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.9K
% of Portfolio
+1.45%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $516,000Q4 ’18Q1 ’19: $535,000Q2 ’19: $926,000Q3 ’19: $975,000Q4 ’19: $1MQ4 ’19Q1 ’20: $804,000Q2 ’20: $840,000Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1,701Q4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$3M+1.45%
Q4 20259.9K$3M+1.58%
Q3 20259.9K$3M+1.53%
Q2 20259.9K$3M+1.50%
Q1 20259.9K$2M+1.43%
Q4 202410.1K$2M+1.39%
Q3 202410.4K$2M+1.28%
Q2 202412.6K$3M+1.59%
Q1 202412.6K$3M+1.54%
Q4 202312.6K$2M+1.49%
Q3 202312.8K$2M+1.37%
Q2 202313.6K$2M+1.50%
Q1 202313.4K$2M+1.25%
Q4 202212.7K$1,701+1.31%
Q3 202213.2K$1M+1.10%
Q2 202213.2K$1M+1.11%
Q1 202213.2K$2M+1.15%
Q4 202112.3K$2M+1.18%
Q3 202112.3K$2M+1.39%
Q2 202112.3K$2M+1.34%
Q1 202110.5K$2M+1.13%
Q4 202010.7K$1M+1.16%
Q3 202010.7K$1M+0.90%
Q2 20208.9K$840,000+0.76%
Q1 20208.9K$804,000+0.78%
Q4 20198.3K$1M+0.97%
Q3 20198.3K$975,000+0.83%
Q2 20198.3K$926,000+0.76%
Q1 20195.3K$535,000+0.45%
Q4 20185.3K$516,000+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pointe Capital Management LLC’s full portfolio or all institutional holders of JPM.