PCM
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Polaris Capital Management’s JPMorgan Chase JPM Stock Holding History

Polaris Capital Management’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 		$34.6M Buy
117,552
+297
+0.3% +$90.1K 2.83% 12
2025
Q4 		$37.8M Sell
117,255
-19,200
-14% -$5.94M 3.13% 8
2025
Q3 		$43M Sell
136,455
-14,289
-9% -$4.25M 2.83% 10
2025
Q2 		$43.7M Sell
150,744
-10,200
-6% -$2.6M 2.91% 8
2025
Q1 		$39.5M Sell
160,944
-34,907
-18% -$8.9M 2.26% 12
2024
Q4 		$46.9M Sell
195,851
-19,500
-9% -$4.54M 2.26% 8
2024
Q3 		$45.4M Sell
215,351
-1,900
-0.9% -$400K 2.24% 11
2024
Q2 		$43.9M Sell
217,251
-5,000
-2% -$978K 2.35% 11
2024
Q1 		$44.5M Sell
222,251
-82,200
-27% -$14.8M 2.22% 10
2023
Q4 		$51.8M Sell
304,451
-3,900
-1% -$591K 2.5% 7
2023
Q3 		$44.7M Sell
308,351
-143,900
-32% -$21.6M 2.41% 8
2023
Q2 		$65.8M Sell
452,251
-14,400
-3% -$1.98M 2.47% 8
2023
Q1 		$60.8M Sell
466,651
-5,700
-1% -$781K 2.27% 10
2022
Q4 		$63.3M Buy
472,351
+5,900
+1% +$748K 2.21% 11
2022
Q3 		$48.7M Sell
466,451
-2,700
-0.6% -$310K 1.91% 17
2022
Q2 		$52.8M Buy
469,151
+46,500
+11% +$5.76M 1.89% 18
2022
Q1 		$57.6M Sell
422,651
-16,100
-4% -$2.38M 1.83% 19
2021
Q4 		$69.5M Sell
438,751
-19,800
-4% -$3.25M 2.24% 12
2021
Q3 		$75.1M Sell
458,551
-4,300
-0.9% -$674K 2.39% 10
2021
Q2 		$72M Buy
462,851
+3,500
+0.8% +$550K 2.32% 10
2021
Q1 		$74.1M Sell
459,351
-19,400
-4% -$2.79M 2.43% 9
2020
Q4 		$60.8M Sell
478,751
-4,100
-0.8% -$458K 2.29% 8
2020
Q3 		$46.5M Buy
482,851
+25,444
+6% +$2.5M 2.29% 10
2020
Q2 		$43M Buy
457,407
+6,100
+1% +$579K 2.13% 12
2020
Q1 		$40.6M Sell
451,307
-3,900
-0.9% -$474K 2.46% 9
2019
Q4 		$63.5M Buy
455,207
+10,678
+2% +$1.37M 2.62% 8
2019
Q3 		$52.3M Sell
444,529
-900
-0.2% -$102K 2.35% 9
2019
Q2 		$49.8M Hold
445,429
– – 2.1% 11
2019
Q1 		$45.1M Buy
445,429
+4,800
+1% +$495K 1.88% 14
2018
Q4 		$43M Buy
440,629
+11,600
+3% +$1.24M 1.97% 13
2018
Q3 		$48.4M Buy
429,029
+26,229
+7% +$2.98M 2.11% 11
2018
Q2 		$42M Sell
402,800
-190,200
-32% -$20.9M 1.94% 19
2018
Q1 		$65.2M Buy
593,000
+68,400
+13% +$7.74M 2.4% 9
2017
Q4 		$56.1M Buy
524,600
+15,300
+3% +$1.55M 2.62% 9
2017
Q3 		$48.6M Buy
509,300
+33,000
+7% +$3.04M 2.72% 8
2017
Q2 		$43.5M Buy
476,300
+47,700
+11% +$4.12M 2.56% 7
2017
Q1 		$37.6M Sell
428,600
-7,200
-2% -$635K 2.68% 8
2016
Q4 		$37.6M Buy
435,800
+88,700
+26% +$6.76M 2.43% 8
2016
Q3 		$23.1M Buy
+347,100
New +$22.6M 1.8% 11

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

Polaris Capital Management's JPM Position: Q1 2026 in Review

Polaris Capital Management increased its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, buying an estimated $90.1K and bringing the position to 117,552 shares worth $34.6M. The position accounts for 2.83% of the portfolio, ranked #12.

Polaris Capital Management first reported a position in JPM in Q3 2016 and has held it in 39 quarters since. The position peaked at $75.1M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Polaris Capital Management held 117,552 shares of JPMorgan Chase worth $34.6M as of Q1 2026.
  • Polaris Capital Management bought 297 JPMorgan Chase shares in Q1 2026, an estimated $90.1K.
  • JPMorgan Chase made up 2.83% of Polaris Capital Management's portfolio in Q1 2026, its #12 holding.
  • Polaris Capital Management first reported a position in JPMorgan Chase in Q3 2016 and has held it in 39 quarters since.
  • Polaris Capital Management's JPMorgan Chase position peaked at $75.1M in Q3 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Polaris Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.