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Sentinel Trust’s JPMorgan Chase JPM Stock Holding History

Sentinel Trust’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 		$7.58M Sell
23,166
-2,459
-10% -$764K 0.67% 22
2026
Q1 		$7.54M Sell
25,625
-5,268
-17% -$1.6M 0.75% 22
2025
Q4 		$9.95M Buy
30,893
+4
+0% +$1.24K 0.98% 19
2025
Q3 		$9.74M Sell
30,889
-800
-3% -$238K 0.99% 18
2025
Q2 		$9.19M Buy
31,689
+7
+0% +$1.79K 1% 18
2025
Q1 		$7.77M Sell
31,682
-964
-3% -$246K 0.92% 19
2024
Q4 		$7.83M Buy
32,646
+954
+3% +$222K 0.9% 20
2024
Q3 		$6.68M Sell
31,692
-3,300
-9% -$695K 0.76% 23
2024
Q2 		$7.08M Buy
34,992
+18
+0.1% +$3.52K 0.87% 22
2024
Q1 		$7M Hold
34,974
– – 0.91% 21
2023
Q4 		$5.95M Hold
34,974
– – 0.78% 19
2023
Q3 		$5.07M Buy
34,974
+614
+2% +$92K 0.72% 24
2023
Q2 		$5M Sell
34,360
-3
-0% -$413 0.68% 26
2023
Q1 		$4.48M Buy
34,363
+13,860
+68% +$1.9M 0.64% 24
2022
Q4 		$2.75M Sell
20,503
-294
-1% -$37.3K 0.43% 33
2022
Q3 		$2.17M Sell
20,797
-538
-3% -$61.7K 0.36% 39
2022
Q2 		$2.4M Sell
21,335
-54
-0.3% -$6.69K 0.37% 35
2022
Q1 		$2.92M Buy
21,389
+19,536
+1,054% +$2.88M 0.35% 41
2021
Q4 		$293K Buy
+1,853
New +$304K 0.04% 119
2020
Q2 		– Sell
-3,523
Closed -$317K – 55
2020
Q1 		$317K Buy
+3,523
New +$428K 0.1% 40
2018
Q2 		– Sell
-3,503
Closed -$385K – 114
2018
Q1 		$385K Sell
3,503
-10,159
-74% -$1.15M 0.08% 100
2017
Q4 		$1.46M Sell
13,662
-9,990
-42% -$1.01M 0.3% 78
2017
Q3 		$2.26M Sell
23,652
-3,622
-13% -$334K 0.38% 69
2017
Q2 		$2.49M Buy
27,274
+4,411
+19% +$381K 0.41% 57
2017
Q1 		$2.01M Sell
22,863
-1,862
-8% -$164K 0.32% 61
2016
Q4 		$2.13M Sell
24,725
-45,195
-65% -$3.45M 0.31% 59
2016
Q3 		$4.66M Buy
69,920
+595
+0.9% +$38.8K 0.67% 23
2016
Q2 		$4.31M Sell
69,325
-2,326
-3% -$145K 0.61% 25
2016
Q1 		$4.24M Sell
71,651
-18,023
-20% -$1.05M 0.62% 32
2015
Q4 		$5.92M Sell
89,674
-5,741
-6% -$374K 0.9% 13
2015
Q3 		$5.82M Buy
95,415
+1,395
+1% +$91.4K 0.88% 16
2015
Q2 		$6.37M Sell
94,020
-331
-0.4% -$21.6K 1.71% 14
2015
Q1 		$5.72M Buy
94,351
+5,570
+6% +$330K 1.57% 17
2014
Q4 		$5.56M Buy
88,781
+5,815
+7% +$350K 1.57% 15
2014
Q3 		$5M Buy
82,966
+4,370
+6% +$255K 1.29% 19
2014
Q2 		$4.53M Buy
78,596
+6,223
+9% +$350K 1.17% 23
2014
Q1 		$4.39M Sell
72,373
-9,695
-12% -$560K 1.23% 20
2013
Q4 		$4.8M Sell
82,068
-8,817
-10% -$483K 1.33% 17
2013
Q3 		$4.7M Buy
90,885
+3,790
+4% +$203K 1.4% 15
2013
Q2 		$4.6M Buy
+87,095
New +$4.43M 1.38% 12

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sentinel Trust's JPM Position: Q2 2026 in Review

Sentinel Trust reduced its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, selling an estimated $764K and leaving 23,166 shares worth $7.58M. The position accounts for 0.67% of the portfolio, ranked #22.

Sentinel Trust first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $9.95M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sentinel Trust held 23,166 shares of JPMorgan Chase worth $7.58M as of Q2 2026.
  • Sentinel Trust sold 2,459 JPMorgan Chase shares in Q2 2026, an estimated $764K.
  • JPMorgan Chase made up 0.67% of Sentinel Trust's portfolio in Q2 2026, its #22 holding.
  • Sentinel Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
  • Sentinel Trust's JPMorgan Chase position peaked at $9.95M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.