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San Francisco Sentry Investment Group’s JPMorgan Chase JPM Stock Holding History

San Francisco Sentry Investment Group’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
2019
Q1 		– Sell
-2,700
Closed -$264K – 1002
2018
Q4 		$264K Hold
2,700
– – 0.12% 151
2018
Q3 		$305K Buy
+2,700
New +$306K 0.11% 159

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

San Francisco Sentry Investment Group's JPM Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2021, selling an estimated $238K and leaving 11,700 shares worth $1.82M. The position accounts for 0.95% of the portfolio, ranked #15.

San Francisco Sentry Investment Group first reported a position in JPM in Q2 2013 and has held it in 33 quarters since. The position peaked at $4.93M in Q4 2019. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • San Francisco Sentry Investment Group held 11,700 shares of JPMorgan Chase worth $1.82M as of Q2 2021.
  • San Francisco Sentry Investment Group sold 1,515 JPMorgan Chase shares in Q2 2021, an estimated $238K.
  • JPMorgan Chase made up 0.95% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #15 holding.
  • San Francisco Sentry Investment Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 33 quarters since.
  • San Francisco Sentry Investment Group's JPMorgan Chase position peaked at $4.93M in Q4 2019.
  • 3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.