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Polar Capital Holdings’s JPMorgan Chase JPM Stock Holding History

Polar Capital Holdings’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.3M Buy
113,274
+3,541
+3% +$1.07M 0.12% 125
2025
Q4 		$35.4M Sell
109,733
-5,888
-5% -$1.82M 0.14% 118
2025
Q3 		$36.5M Sell
115,621
-5,231
-4% -$1.56M 0.18% 105
2025
Q2 		$35M Sell
120,852
-103,155
-46% -$26.3M 0.18% 108
2025
Q1 		$54.9M Sell
224,007
-8,355
-4% -$2.13M 0.33% 86
2024
Q4 		$55.7M Sell
232,362
-17,581
-7% -$4.09M 0.31% 81
2024
Q3 		$52.7M Buy
249,943
+17,963
+8% +$3.78M 0.25% 83
2024
Q2 		$46.9M Sell
231,980
-18,256
-7% -$3.57M 0.28% 86
2024
Q1 		$50.1M Sell
250,236
-9,639
-4% -$1.74M 0.26% 88
2023
Q4 		$44.2M Sell
259,875
-1,402
-0.5% -$212K 0.27% 90
2023
Q3 		$37.9M Sell
261,277
-1,112
-0.4% -$167K 0.28% 91
2023
Q2 		$38.2M Sell
262,389
-55,125
-17% -$7.58M 0.19% 100
2023
Q1 		$41.4M Buy
317,514
+61,541
+24% +$8.43M 0.27% 93
2022
Q4 		$34.3M Buy
255,973
+25,769
+11% +$3.27M 0.27% 108
2022
Q3 		$24.1K Buy
230,204
+14,486
+7% +$1.66M 0.15% 127
2022
Q2 		$24.3K Sell
215,718
-42,767
-17% -$5.3M 0.14% 124
2022
Q1 		$35.2K Buy
258,485
+13,517
+6% +$2M 0.16% 115
2021
Q4 		$38.8K Buy
244,968
+20,293
+9% +$3.33M 0.15% 115
2021
Q3 		$36.8K Sell
224,675
-4,556
-2% -$714K 0.15% 123
2021
Q2 		$35.7K Buy
229,231
+69,342
+43% +$10.9M 0.15% 119
2021
Q1 		$24.3M Buy
159,889
+24,214
+18% +$3.48M 0.15% 139
2020
Q4 		$17.2M Buy
+135,675
New +$15.2M 0.1% 174

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polar Capital Holdings's JPM Position: Q1 2026 in Review

Polar Capital Holdings increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $1.07M and bringing the position to 113,274 shares worth $33.3M. The position accounts for 0.12% of the portfolio, ranked #125.

Polar Capital Holdings first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $55.7M in Q4 2024. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Polar Capital Holdings held 113,274 shares of JPMorgan Chase worth $33.3M as of Q1 2026.
  • Polar Capital Holdings bought 3,541 JPMorgan Chase shares in Q1 2026, an estimated $1.07M.
  • JPMorgan Chase made up 0.12% of Polar Capital Holdings's portfolio in Q1 2026, its #125 holding.
  • Polar Capital Holdings first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Polar Capital Holdings's JPMorgan Chase position peaked at $55.7M in Q4 2024.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.