JP Morgan Chase’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Sell |
205,982
-158,160
| -43% | -$9.91M | ﹤0.01% | 2594 |
|
|
2025
Q4 | $23M | Sell |
364,142
-90,394
| -20% | -$5.95M | ﹤0.01% | 1945 |
|
|
2025
Q3 | $26.4M | Buy |
454,536
+87,020
| +24% | +$4.69M | ﹤0.01% | 1873 |
|
|
2025
Q2 | $14.9M | Buy |
367,516
+273,500
| +291% | +$10.3M | ﹤0.01% | 2187 |
|
|
2025
Q1 | $3.85M | Sell |
94,016
-25,679
| -21% | -$1.22M | ﹤0.01% | 3384 |
|
|
2024
Q4 | $6.9M | Sell |
119,695
-1,163,637
| -91% | -$81M | ﹤0.01% | 3050 |
|
|
2024
Q3 | $107M | Buy |
1,283,332
+548,260
| +75% | +$44.5M | 0.01% | 924 |
|
|
2024
Q2 | $57.6M | Buy |
735,072
+607,003
| +474% | +$51.4M | 0.01% | 1179 |
|
|
2024
Q1 | $12.8M | Buy |
128,069
+11,975
| +10% | +$1.1M | ﹤0.01% | 2262 |
|
|
2023
Q4 | $11M | Sell |
116,094
-44,957
| -28% | -$4.12M | ﹤0.01% | 2368 |
|
|
2023
Q3 | $16.8M | Sell |
161,051
-14,716
| -8% | -$1.75M | ﹤0.01% | 1826 |
|
|
2023
Q2 | $21.3M | Buy |
175,767
+13,615
| +8% | +$1.5M | ﹤0.01% | 1655 |
|
|
2023
Q1 | $17.9M | Buy |
162,152
+20,176
| +14% | +$2.24M | ﹤0.01% | 1759 |
|
|
2022
Q4 | $14.3M | Sell |
141,976
-4,132
| -3% | -$430K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $14M | Sell |
146,108
-19,043
| -12% | -$2.13M | ﹤0.01% | 1880 |
|
|
2022
Q2 | $16.4M | Buy |
165,151
+46,173
| +39% | +$4.78M | ﹤0.01% | 1773 |
|
|
2022
Q1 | $12.5M | Sell |
118,978
-26,845
| -18% | -$3.06M | ﹤0.01% | 2153 |
|
|
2021
Q4 | $16M | Buy |
145,823
+44,000
| +43% | +$5.18M | ﹤0.01% | 2011 |
|
|
2021
Q3 | $12.2M | Sell |
101,823
-12,424
| -11% | -$1.58M | ﹤0.01% | 2207 |
|
|
2021
Q2 | $15.6M | Buy |
114,247
+8,262
| +8% | +$1.12M | ﹤0.01% | 2050 |
|
|
2021
Q1 | $14.1M | Sell |
105,985
-2,548
| -2% | -$311K | ﹤0.01% | 2042 |
|
|
2020
Q4 | $10.3M | Sell |
108,533
-46,647
| -30% | -$4.46M | ﹤0.01% | 2190 |
|
|
2020
Q3 | $14.2M | Sell |
155,180
-22,114
| -12% | -$2.18M | ﹤0.01% | 1752 |
|
|
2020
Q2 | $16.4M | Buy |
177,294
+103,796
| +141% | +$7.91M | ﹤0.01% | 1510 |
|
|
2020
Q1 | $3.54M | Sell |
73,498
-4,819
| -6% | -$395K | ﹤0.01% | 2536 |
|
|
2019
Q4 | $7.96M | Sell |
78,317
-43,352
| -36% | -$4.21M | ﹤0.01% | 2310 |
|
|
2019
Q3 | $10.7M | Sell |
121,669
-3,283
| -3% | -$285K | ﹤0.01% | 2090 |
|
|
2019
Q2 | $11.1M | Buy |
124,952
+55,106
| +79% | +$5.02M | ﹤0.01% | 2033 |
|
|
2019
Q1 | $5.9M | Sell |
69,846
-2,799
| -4% | -$237K | ﹤0.01% | 2465 |
|
|
2018
Q4 | $5.57M | Sell |
72,645
-6,022
| -8% | -$541K | ﹤0.01% | 2488 |
|
|
2018
Q3 | $7.94M | Sell |
78,667
-68,445
| -47% | -$7.64M | ﹤0.01% | 2389 |
|
|
2018
Q2 | $18M | Sell |
147,112
-2,512
| -2% | -$294K | ﹤0.01% | 1680 |
|
|
2018
Q1 | $17.1M | Sell |
149,624
-908
| -0.6% | -$109K | ﹤0.01% | 1623 |
|
|
2017
Q4 | $18.7M | Buy |
150,532
+37,998
| +34% | +$4.51M | ﹤0.01% | 1622 |
|
|
2017
Q3 | $11.7M | Sell |
112,534
-25,562
| -19% | -$2.42M | ﹤0.01% | 1866 |
|
|
2017
Q2 | $12.7M | Sell |
138,096
-33,983
| -20% | -$2.91M | ﹤0.01% | 1787 |
|
|
2017
Q1 | $14.4M | Buy |
172,079
+17,428
| +11% | +$1.5M | ﹤0.01% | 1688 |
|
|
2016
Q4 | $12.7M | Buy |
154,651
+7,620
| +5% | +$621K | ﹤0.01% | 1770 |
|
|
2016
Q3 | $11.4M | Sell |
147,031
-161,697
| -52% | -$14M | ﹤0.01% | 1712 |
|
|
2016
Q2 | $25.2M | Buy |
308,728
+151,545
| +96% | +$13.4M | 0.01% | 1230 |
|
|
2016
Q1 | $15.5M | Sell |
157,183
-7,253
| -4% | -$629K | ﹤0.01% | 1505 |
|
|
2015
Q4 | $14.1M | Buy |
164,436
+69,843
| +74% | +$7.4M | ﹤0.01% | 1578 |
|
|
2015
Q3 | $11.3M | Buy |
94,593
+8,777
| +10% | +$1.19M | ﹤0.01% | 1663 |
|
|
2015
Q2 | $12.7M | Sell |
85,816
-117,042
| -58% | -$16.8M | ﹤0.01% | 1746 |
|
|
2015
Q1 | $28.6M | Buy |
202,858
+66,936
| +49% | +$9.86M | 0.01% | 1201 |
|
|
2014
Q4 | $20.6M | Sell |
135,922
-110,140
| -45% | -$16.5M | 0.01% | 1452 |
|
|
2014
Q3 | $36.9M | Buy |
246,062
+67,800
| +38% | +$9.8M | 0.01% | 1078 |
|
|
2014
Q2 | $23.2M | Buy |
178,262
+57,725
| +48% | +$7.64M | 0.01% | 1251 |
|
|
2014
Q1 | $16.8M | Sell |
120,537
-19,944
| -14% | -$2.69M | ﹤0.01% | 1428 |
|
|
2013
Q4 | $20.5M | Buy |
140,481
+48,733
| +53% | +$6.52M | 0.01% | 1317 |
|
|
2013
Q3 | $11.9M | Sell |
91,748
-25,936
| -22% | -$2.91M | ﹤0.01% | 1658 |
|
|
2013
Q2 | $11.2M | Buy |
+117,684
| New | +$10.7M | ﹤0.01% | 1612 |
|
Other funds holding PII
VPM
VCM
