SIM
Sentry Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
8,831
-185
| -2% | -$52.3K | 1.38% | 11 |
|
|
2025
Q1 | $1.93M | Sell |
9,016
-1,438
| -14% | -$308K | 1.31% | 12 |
|
|
2024
Q4 | $2.51M | Sell |
10,454
-2,920
| -22% | -$700K | 1.19% | 13 |
|
|
2024
Q3 | $2.82M | Sell |
13,374
-702
| -5% | -$148K | 1.19% | 13 |
|
|
2024
Q2 | $2.85M | Buy |
14,076
+803
| +6% | +$162K | 1.27% | 12 |
|
|
2024
Q1 | $2.66M | Sell |
13,273
-38
| -0.3% | -$7.61K | 1.03% | 15 |
|
|
2023
Q4 | $2.26M | Sell |
13,311
-3,565
| -21% | -$606K | 0.97% | 15 |
|
|
2023
Q3 | $2.45M | Sell |
16,876
-3,888
| -19% | -$564K | 1.17% | 13 |
|
|
2023
Q2 | $3.02M | Buy |
20,764
+4,329
| +26% | +$630K | 1.14% | 13 |
|
|
2023
Q1 | $2.14M | Sell |
16,435
-5,801
| -26% | -$756K | 0.88% | 16 |
|
|
2022
Q4 | $2.98M | Buy |
22,236
+1,453
| +7% | +$195K | 1.32% | 10 |
|
|
2022
Q3 | $2.17M | Buy |
20,783
+670
| +3% | +$70K | 1.03% | 11 |
|
|
2022
Q2 | $2.27M | Sell |
20,113
-3,332
| -14% | -$375K | 1.02% | 15 |
|
|
2022
Q1 | $3.2M | Sell |
23,445
-9,329
| -28% | -$1.27M | 1.02% | 12 |
|
|
2021
Q4 | $5.19M | Hold |
32,774
| – | – | 1.36% | 10 |
|
|
2021
Q3 | $5.37M | Buy |
32,774
+231
| +0.7% | +$37.8K | 1.56% | 8 |
|
|
2021
Q2 | $5.06M | Buy |
32,543
+2,331
| +8% | +$363K | 1.29% | 9 |
|
|
2021
Q1 | $4.6M | Sell |
30,212
-164,400
| -84% | -$25M | 1.27% | 10 |
|
|
2020
Q4 | $24.7M | Buy |
194,612
+11,688
| +6% | +$1.49M | 1.24% | 11 |
|
|
2020
Q3 | $17.6M | Buy |
182,924
+980
| +0.5% | +$94.3K | 0.98% | 18 |
|
|
2020
Q2 | $17.1M | Sell |
181,944
-37,387
| -17% | -$3.52M | 1.04% | 12 |
|
|
2020
Q1 | $19.7M | Sell |
219,331
-8,429
| -4% | -$759K | 1.46% | 10 |
|
|
2019
Q4 | $31.8M | Sell |
227,760
-3,641
| -2% | -$508K | 1.89% | 6 |
|
|
2019
Q3 | $27.2M | Sell |
231,401
-5,537
| -2% | -$652K | 1.78% | 5 |
|
|
2019
Q2 | $26.5M | Hold |
236,938
| – | – | 1.75% | 6 |
|
|
2019
Q1 | $24M | Buy |
236,938
+15,608
| +7% | +$1.58M | 1.66% | 7 |
|
|
2018
Q4 | $21.6M | Sell |
221,330
-5,685
| -3% | -$555K | 1.57% | 7 |
|
|
2018
Q3 | $25.6M | Sell |
227,015
-2,895
| -1% | -$327K | 1.56% | 8 |
|
|
2018
Q2 | $24M | Sell |
229,910
-24,279
| -10% | -$2.53M | 1.56% | 8 |
|
|
2018
Q1 | $28M | Sell |
254,189
-27,240
| -10% | -$3M | 1.7% | 7 |
|
|
2017
Q4 | $30.1M | Sell |
281,429
-1,993
| -0.7% | -$213K | 1.64% | 7 |
|
|
2017
Q3 | $27.1M | Sell |
283,422
-2,784
| -1% | -$266K | 1.02% | 16 |
|
|
2017
Q2 | $26.2M | Buy |
286,206
+5,426
| +2% | +$496K | 1.03% | 16 |
|
|
2017
Q1 | $24.7M | Sell |
280,780
-14,319
| -5% | -$1.26M | 1.01% | 16 |
|
|
2016
Q4 | $25.5M | Sell |
295,099
-236
| -0.1% | -$20.4K | 1.07% | 14 |
|
|
2016
Q3 | $19.7M | Buy |
295,335
+6,518
| +2% | +$434K | 0.86% | 18 |
|
|
2016
Q2 | $17.9M | Hold |
288,817
| – | – | 0.79% | 18 |
|
|
2016
Q1 | $17.1M | Buy |
288,817
+1,095
| +0.4% | +$64.8K | 0.77% | 22 |
|
|
2015
Q4 | $19M | Sell |
287,722
-74,098
| -20% | -$4.89M | 0.88% | 17 |
|
|
2015
Q3 | $22.1M | Buy |
361,820
+23,725
| +7% | +$1.45M | 1.09% | 16 |
|
|
2015
Q2 | $22.9M | Buy |
338,095
+23,171
| +7% | +$1.57M | 1.08% | 14 |
|
|
2015
Q1 | $19.1M | Buy |
314,924
+57,350
| +22% | +$3.47M | 0.9% | 17 |
|
|
2014
Q4 | $16.1M | Buy |
257,574
+22,619
| +10% | +$1.42M | 0.78% | 19 |
|
|
2014
Q3 | $14.2M | Sell |
234,955
-15,867
| -6% | -$956K | 0.72% | 20 |
|
|
2014
Q2 | $14.5M | Buy |
250,822
+6,120
| +3% | +$353K | 0.75% | 19 |
|
|
2014
Q1 | $14.9M | Sell |
244,702
-4,307
| -2% | -$261K | 0.78% | 17 |
|
|
2013
Q4 | $14.6M | Buy |
249,009
+6,098
| +3% | +$357K | 0.79% | 17 |
|
|
2013
Q3 | $12.6M | Buy |
242,911
+67,500
| +38% | +$3.49M | 0.74% | 21 |
|
|
2013
Q2 | $9.26M | Buy |
+175,411
| New | +$9.26M | 0.54% | 23 |
|