Dan Polen - Polen Capital Management LLC

Dan Polen - Polen Capital Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077

Holdings Activity Buys Sells History

Holding/activity history for J P Morgan Exchange Traded F (JMST)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2022 Q4	0	0.00	Sell 100.00%	<0.01	$50.21–50.62 · VW $50.42i		SEC
2022 Q3	5,875	<0.01	Buy	<0.01	$50.22–50.73 · VW $50.55i	$296,000	SEC