Sentinel Pension Advisors’s JPMorgan Chase JPM Stock Holding History

Sentinel Pension Advisors’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 Q2	$447K	Buy	1,311 +71	+6%	+$22K	0.06%	97
2026 Q1	$365K	Buy	1,240 +64	+5%	+$19.4K	0.05%	104
2025 Q4	$379K	Buy	1,176 +378	+47%	+$117K	0.06%	100
2025 Q3	$252K	Hold	798	–	–	0.04%	113
2025 Q2	$231K	Buy	+798	New	+$204K	0.04%	110
2024 Q3	–	Sell	-1,140	Closed	-$231K	–	113
2024 Q2	$231K	Sell	1,140 -44	-4%	-$8.6K	0.05%	99
2024 Q1	$237K	Buy	1,184 +1	+0.1%	+$180	0.05%	92
2023 Q4	$201K	Buy	+1,183	New	+$179K	0.05%	97

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sentinel Pension Advisors's JPM Position: Q2 2026 in Review

Sentinel Pension Advisors increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $22K and bringing the position to 1,311 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #97.

Sentinel Pension Advisors first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sentinel Pension Advisors held 1,311 shares of JPMorgan Chase worth $447K as of Q2 2026.
Sentinel Pension Advisors bought 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
JPMorgan Chase made up 0.06% of Sentinel Pension Advisors's portfolio in Q2 2026, its #97 holding.
Sentinel Pension Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.