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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
Q2 		$35.1M Sell
107,219
-6,055
-5% -$1.88M 0.08% 144
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 		$24.1M Buy
230,204
+14,486
+7% +$1.66M 0.15% 127
2022
Q2 		$24.3M Sell
215,718
-42,767
-17% -$5.3M 0.14% 124
2022
Q1 		$35.2M Buy
258,485
+13,517
+6% +$2M 0.16% 115
2021
Q4 		$38.8M Buy
244,968
+20,293
+9% +$3.33M 0.15% 115
2021
Q3 		$36.8M Sell
224,675
-4,556
-2% -$714K 0.15% 123
2021
Q2 		$35.7M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polar Capital Holdings's JPM Position: Q2 2026 in Review

Polar Capital Holdings reduced its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, selling an estimated $1.88M and leaving 107,219 shares worth $35.1M. The position accounts for 0.08% of the portfolio, ranked #144.

Polar Capital Holdings first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $55.7M in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Polar Capital Holdings held 107,219 shares of JPMorgan Chase worth $35.1M as of Q2 2026.
  • Polar Capital Holdings sold 6,055 JPMorgan Chase shares in Q2 2026, an estimated $1.88M.
  • JPMorgan Chase made up 0.08% of Polar Capital Holdings's portfolio in Q2 2026, its #144 holding.
  • Polar Capital Holdings first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Polar Capital Holdings's JPMorgan Chase position peaked at $55.7M in Q4 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.