PC
JPM icon

Polar Capital’s JPMorgan Chase JPM Stock Holding History

Polar Capital’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
2020
Q3 		$14.3M Sell
148,168
-2,573
-2% -$253K 0.11% 163
2020
Q2 		$14.2M Sell
150,741
-72,377
-32% -$6.87M 0.12% 148
2020
Q1 		$20.1M Sell
223,118
-274,076
-55% -$33.3M 0.22% 124
2019
Q4 		$69.3M Sell
497,194
-181,566
-27% -$23.3M 0.6% 36
2019
Q3 		$79.9M Sell
678,760
-38,600
-5% -$4.37M 0.72% 31
2019
Q2 		$80.2M Sell
717,360
-9,452
-1% -$1.04M 0.7% 36
2019
Q1 		$73.6M Sell
726,812
-12,128
-2% -$1.25M 0.68% 39
2018
Q4 		$72.1M Sell
738,940
-110,513
-13% -$11.8M 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% -$937K 0.53% 30
2018
Q1 		$93.3M Buy
848,466
+9,226
+1% +$1.04M 0.94% 19
2017
Q4 		$89.8M Buy
839,240
+34,297
+4% +$3.47M 0.93% 24
2017
Q3 		$76.9M Buy
804,943
+54,006
+7% +$4.98M 0.87% 28
2017
Q2 		$68.6M Sell
750,937
-7,170
-0.9% -$619K 0.92% 27
2017
Q1 		$66.6M Sell
758,107
-192,432
-20% -$17M 1% 24
2016
Q4 		$82M Sell
950,539
-239,168
-20% -$18.2M 1.31% 17
2016
Q3 		$79.2M Sell
1,189,707
-21,344
-2% -$1.39M 1.37% 16
2016
Q2 		$75.3M Buy
1,211,051
+24,029
+2% +$1.5M 1.42% 14
2016
Q1 		$70.3M Buy
1,187,022
+168,463
+17% +$9.84M 1.32% 14
2015
Q4 		$67.3M Sell
1,018,559
-56,271
-5% -$3.66M 1.22% 17
2015
Q3 		$65.5M Buy
1,074,830
+37,462
+4% +$2.45M 1.33% 12
2015
Q2 		$70.3M Sell
1,037,368
-14,401
-1% -$940K 1.35% 10
2015
Q1 		$63.7M Sell
1,051,769
-241,318
-19% -$14.3M 1.2% 11
2014
Q4 		$80.9M Sell
1,293,087
-144,488
-10% -$8.69M 1.58% 6
2014
Q3 		$86.6M Buy
1,437,575
+201,526
+16% +$11.8M 1.81% 5
2014
Q2 		$71.2M Buy
1,236,049
+73,282
+6% +$4.12M 1.51% 7
2014
Q1 		$70.6M Buy
1,162,767
+181,871
+19% +$10.5M 1.61% 5
2013
Q4 		$57.4M Sell
980,896
-27,103
-3% -$1.48M 1.36% 8
2013
Q3 		$52.1K Buy
1,007,999
+543,941
+117% +$29.2M 1.39% 6
2013
Q2 		$24.5M Buy
+464,058
New +$23.6M 0.85% 23

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polar Capital's JPM Position: Q3 2020 in Review

Polar Capital reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2020, selling an estimated $253K and leaving 148,168 shares worth $14.3M. The position accounts for 0.11% of the portfolio, ranked #163.

Polar Capital first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $95.9M in Q3 2018. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Polar Capital held 148,168 shares of JPMorgan Chase worth $14.3M as of Q3 2020.
  • Polar Capital sold 2,573 JPMorgan Chase shares in Q3 2020, an estimated $253K.
  • JPMorgan Chase made up 0.11% of Polar Capital's portfolio in Q3 2020, its #163 holding.
  • Polar Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's JPMorgan Chase position peaked at $95.9M in Q3 2018.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.