Polar Capital’s JPMorgan Chase JPM Stock Holding History

Polar Capital’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14.3M	Sell	148,168 -2,573	-2%	-$248K	0.11%	163
2020 Q2	$14.2M	Sell	150,741 -72,377	-32%	-$6.81M	0.12%	148
2020 Q1	$20.1M	Sell	223,118 -274,076	-55%	-$24.7M	0.22%	124
2019 Q4	$69.3M	Sell	497,194 -181,566	-27%	-$25.3M	0.6%	36
2019 Q3	$79.9M	Sell	678,760 -38,600	-5%	-$4.54M	0.72%	30
2019 Q2	$80.2M	Sell	717,360 -9,452	-1%	-$1.06M	0.7%	36
2019 Q1	$73.6M	Sell	726,812 -12,128	-2%	-$1.23M	0.68%	39
2018 Q4	$72.1M	Sell	738,940 -110,513	-13%	-$10.8M	0.77%	35
2018 Q3	$95.9M	Buy	849,453 +9,531	+1%	+$1.08M	0.82%	29
2018 Q2	$87.5K	Sell	839,922 -8,544	-1%	-$890	0.53%	30
2018 Q1	$93.3M	Buy	848,466 +9,226	+1%	+$1.01M	0.94%	17
2017 Q4	$89.8M	Buy	839,240 +34,297	+4%	+$3.67M	0.93%	22
2017 Q3	$76.9M	Buy	804,943 +54,006	+7%	+$5.16M	0.87%	26
2017 Q2	$68.6M	Sell	750,937 -7,170	-0.9%	-$655K	0.92%	26
2017 Q1	$66.6M	Sell	758,107 -192,432	-20%	-$16.9M	1%	23
2016 Q4	$82M	Sell	950,539 -239,168	-20%	-$20.6M	1.31%	16
2016 Q3	$79.2M	Sell	1,189,707 -21,344	-2%	-$1.42M	1.37%	15
2016 Q2	$75.3M	Buy	1,211,051 +24,029	+2%	+$1.49M	1.42%	14
2016 Q1	$70.3M	Buy	1,187,022 +168,463	+17%	+$9.98M	1.32%	14
2015 Q4	$67.3M	Sell	1,018,559 -56,271	-5%	-$3.72M	1.22%	17
2015 Q3	$65.5M	Buy	1,074,830 +37,462	+4%	+$2.28M	1.33%	12
2015 Q2	$70.3M	Sell	1,037,368 -14,401	-1%	-$976K	1.35%	10
2015 Q1	$63.7M	Sell	1,051,769 -241,318	-19%	-$14.6M	1.2%	11
2014 Q4	$80.9M	Sell	1,293,087 -144,488	-10%	-$9.04M	1.58%	6
2014 Q3	$86.6M	Buy	1,437,575 +201,526	+16%	+$12.1M	1.81%	5
2014 Q2	$71.2M	Buy	1,236,049 +73,282	+6%	+$4.22M	1.51%	7
2014 Q1	$70.6M	Buy	1,162,767 +181,871	+19%	+$11M	1.61%	5
2013 Q4	$57.4M	Sell	980,896 -27,103	-3%	-$1.58M	1.36%	8
2013 Q3	$52.1K	Buy	1,007,999 +543,941	+117%	+$28.1K	1.39%	6
2013 Q2	$24.5M	Buy	+464,058	New	+$24.5M	0.85%	23