PCM
Polaris Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7M | Sell |
150,744
-10,200
| -6% | -$2.96M | 2.91% | 8 |
|
|
2025
Q1 | $39.5M | Sell |
160,944
-34,907
| -18% | -$8.56M | 2.26% | 12 |
|
|
2024
Q4 | $46.9M | Sell |
195,851
-19,500
| -9% | -$4.67M | 2.26% | 8 |
|
|
2024
Q3 | $45.4M | Sell |
215,351
-1,900
| -0.9% | -$401K | 2.24% | 11 |
|
|
2024
Q2 | $43.9M | Sell |
217,251
-5,000
| -2% | -$1.01M | 2.35% | 11 |
|
|
2024
Q1 | $44.5M | Sell |
222,251
-82,200
| -27% | -$16.5M | 2.22% | 10 |
|
|
2023
Q4 | $51.8M | Sell |
304,451
-3,900
| -1% | -$663K | 2.5% | 7 |
|
|
2023
Q3 | $44.7M | Sell |
308,351
-143,900
| -32% | -$20.9M | 2.41% | 8 |
|
|
2023
Q2 | $65.8M | Sell |
452,251
-14,400
| -3% | -$2.09M | 2.47% | 8 |
|
|
2023
Q1 | $60.8M | Sell |
466,651
-5,700
| -1% | -$743K | 2.27% | 10 |
|
|
2022
Q4 | $63.3M | Buy |
472,351
+5,900
| +1% | +$791K | 2.21% | 11 |
|
|
2022
Q3 | $48.7M | Sell |
466,451
-2,700
| -0.6% | -$282K | 1.91% | 17 |
|
|
2022
Q2 | $52.8M | Buy |
469,151
+46,500
| +11% | +$5.24M | 1.89% | 18 |
|
|
2022
Q1 | $57.6M | Sell |
422,651
-16,100
| -4% | -$2.19M | 1.83% | 19 |
|
|
2021
Q4 | $69.5M | Sell |
438,751
-19,800
| -4% | -$3.14M | 2.24% | 12 |
|
|
2021
Q3 | $75.1M | Sell |
458,551
-4,300
| -0.9% | -$704K | 2.39% | 10 |
|
|
2021
Q2 | $72M | Buy |
462,851
+3,500
| +0.8% | +$544K | 2.32% | 10 |
|
|
2021
Q1 | $74.1M | Sell |
459,351
-19,400
| -4% | -$3.13M | 2.43% | 9 |
|
|
2020
Q4 | $60.8M | Sell |
478,751
-4,100
| -0.8% | -$521K | 2.29% | 8 |
|
|
2020
Q3 | $46.5M | Buy |
482,851
+25,444
| +6% | +$2.45M | 2.29% | 10 |
|
|
2020
Q2 | $43M | Buy |
457,407
+6,100
| +1% | +$574K | 2.13% | 12 |
|
|
2020
Q1 | $40.6M | Sell |
451,307
-3,900
| -0.9% | -$351K | 2.46% | 9 |
|
|
2019
Q4 | $63.5M | Buy |
455,207
+10,678
| +2% | +$1.49M | 2.62% | 8 |
|
|
2019
Q3 | $52.3M | Sell |
444,529
-900
| -0.2% | -$106K | 2.35% | 9 |
|
|
2019
Q2 | $49.8M | Hold |
445,429
| – | – | 2.1% | 11 |
|
|
2019
Q1 | $45.1M | Buy |
445,429
+4,800
| +1% | +$486K | 1.88% | 14 |
|
|
2018
Q4 | $43M | Buy |
440,629
+11,600
| +3% | +$1.13M | 1.97% | 13 |
|
|
2018
Q3 | $48.4M | Buy |
429,029
+26,229
| +7% | +$2.96M | 2.11% | 11 |
|
|
2018
Q2 | $42M | Sell |
402,800
-190,200
| -32% | -$19.8M | 1.94% | 19 |
|
|
2018
Q1 | $65.2M | Buy |
593,000
+68,400
| +13% | +$7.52M | 2.4% | 9 |
|
|
2017
Q4 | $56.1M | Buy |
524,600
+15,300
| +3% | +$1.64M | 2.62% | 9 |
|
|
2017
Q3 | $48.6M | Buy |
509,300
+33,000
| +7% | +$3.15M | 2.72% | 8 |
|
|
2017
Q2 | $43.5M | Buy |
476,300
+47,700
| +11% | +$4.36M | 2.56% | 7 |
|
|
2017
Q1 | $37.6M | Sell |
428,600
-7,200
| -2% | -$632K | 2.68% | 8 |
|
|
2016
Q4 | $37.6M | Buy |
435,800
+88,700
| +26% | +$7.65M | 2.43% | 8 |
|
|
2016
Q3 | $23.1M | Buy |
+347,100
| New | +$23.1M | 1.8% | 11 |
|