Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for J P Morgan Exchange Traded F (JMST)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2022 Q4 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2022 Q3 |
5,875 |
<0.01 |
Buy
|
<0.01 |
$50.38 |
$296,000 |
SEC |