Sentinel Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
31,689
+7
| +0% | +$2.03K | 1% | 18 |
|
|
2025
Q1 | $7.77M | Sell |
31,682
-964
| -3% | -$236K | 0.92% | 19 |
|
|
2024
Q4 | $7.83M | Buy |
32,646
+954
| +3% | +$229K | 0.9% | 20 |
|
|
2024
Q3 | $6.68M | Sell |
31,692
-3,300
| -9% | -$696K | 0.76% | 23 |
|
|
2024
Q2 | $7.08M | Buy |
34,992
+18
| +0.1% | +$3.64K | 0.87% | 22 |
|
|
2024
Q1 | $7.01M | 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% | +$89K | 0.72% | 24 |
|
|
2023
Q2 | $5M | Sell |
34,360
-3
| -0% | -$436 | 0.68% | 26 |
|
|
2023
Q1 | $4.48M | Buy |
34,363
+13,860
| +68% | +$1.81M | 0.64% | 24 |
|
|
2022
Q4 | $2.75M | Sell |
20,503
-294
| -1% | -$39.4K | 0.43% | 33 |
|
|
2022
Q3 | $2.17M | Sell |
20,797
-538
| -3% | -$56.2K | 0.36% | 39 |
|
|
2022
Q2 | $2.4M | Sell |
21,335
-54
| -0.3% | -$6.08K | 0.37% | 35 |
|
|
2022
Q1 | $2.92M | Buy |
21,389
+19,536
| +1,054% | +$2.66M | 0.35% | 41 |
|
|
2021
Q4 | $293K | Buy |
+1,853
| New | +$293K | 0.04% | 119 |
|
|
2020
Q2 | – | Sell |
-3,523
| Closed | -$317K | – | 55 |
|
|
2020
Q1 | $317K | Buy |
+3,523
| New | +$317K | 0.1% | 40 |
|
|
2018
Q2 | – | Sell |
-3,503
| Closed | -$385K | – | 114 |
|
|
2018
Q1 | $385K | Sell |
3,503
-10,159
| -74% | -$1.12M | 0.08% | 100 |
|
|
2017
Q4 | $1.46M | Sell |
13,662
-9,990
| -42% | -$1.07M | 0.3% | 78 |
|
|
2017
Q3 | $2.26M | Sell |
23,652
-3,622
| -13% | -$346K | 0.38% | 69 |
|
|
2017
Q2 | $2.49M | Buy |
27,274
+4,411
| +19% | +$403K | 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% | -$3.9M | 0.31% | 59 |
|
|
2016
Q3 | $4.66M | Buy |
69,920
+595
| +0.9% | +$39.6K | 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% | -$1.07M | 0.62% | 32 |
|
|
2015
Q4 | $5.92M | Sell |
89,674
-5,741
| -6% | -$379K | 0.9% | 13 |
|
|
2015
Q3 | $5.82M | Buy |
95,415
+1,395
| +1% | +$85K | 0.88% | 16 |
|
|
2015
Q2 | $6.37M | Sell |
94,020
-331
| -0.4% | -$22.4K | 1.71% | 14 |
|
|
2015
Q1 | $5.72M | Buy |
94,351
+5,570
| +6% | +$337K | 1.57% | 17 |
|
|
2014
Q4 | $5.56M | Buy |
88,781
+5,815
| +7% | +$364K | 1.57% | 15 |
|
|
2014
Q3 | $5M | Buy |
82,966
+4,370
| +6% | +$263K | 1.29% | 19 |
|
|
2014
Q2 | $4.53M | Buy |
78,596
+6,223
| +9% | +$359K | 1.17% | 23 |
|
|
2014
Q1 | $4.39M | Sell |
72,373
-9,695
| -12% | -$589K | 1.23% | 20 |
|
|
2013
Q4 | $4.8M | Sell |
82,068
-8,817
| -10% | -$516K | 1.33% | 17 |
|
|
2013
Q3 | $4.7M | Buy |
90,885
+3,790
| +4% | +$196K | 1.4% | 15 |
|
|
2013
Q2 | $4.6M | Buy |
+87,095
| New | +$4.6M | 1.38% | 12 |
|