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Sentry Investment Management’s JPMorgan Chase JPM Stock Holding History

Sentry Investment Management’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
Q1 		– Sell
-7,349
Closed -$2.37M – 258
2025
Q4 		$2.37M Hold
7,349
– – 1.56% 11
2025
Q3 		$2.23M Sell
7,349
-1,482
-17% -$441K 1.49% 11
2025
Q2 		$2.5M Sell
8,831
-185
-2% -$47.2K 1.38% 11
2025
Q1 		$1.93M Sell
9,016
-1,438
-14% -$367K 1.31% 12
2024
Q4 		$2.51M Sell
10,454
-2,920
-22% -$680K 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% +$157K 1.27% 12
2024
Q1 		$2.66M Sell
13,273
-38
-0.3% -$6.86K 1.03% 15
2023
Q4 		$2.26M Sell
13,311
-3,565
-21% -$540K 0.97% 15
2023
Q3 		$2.45M Sell
16,876
-3,888
-19% -$583K 1.17% 13
2023
Q2 		$3.02M Buy
20,764
+4,329
+26% +$595K 1.14% 13
2023
Q1 		$2.14M Sell
16,435
-5,801
-26% -$795K 0.88% 16
2022
Q4 		$2.98M Buy
22,236
+1,453
+7% +$184K 1.32% 10
2022
Q3 		$2.17M Buy
20,783
+670
+3% +$76.9K 1.03% 11
2022
Q2 		$2.27M Sell
20,113
-3,332
-14% -$413K 1.02% 15
2022
Q1 		$3.2M Sell
23,445
-9,329
-28% -$1.38M 1.02% 12
2021
Q4 		$5.19M Hold
32,774
– – 1.36% 10
2021
Q3 		$5.37M Buy
32,774
+231
+0.7% +$36.2K 1.56% 8
2021
Q2 		$5.06M Buy
32,543
+2,331
+8% +$366K 1.29% 9
2021
Q1 		$4.6M Sell
30,212
-164,400
-84% -$23.7M 1.27% 10
2020
Q4 		$24.7M Buy
194,612
+11,688
+6% +$1.31M 1.24% 11
2020
Q3 		$17.6M Buy
182,924
+980
+0.5% +$96.2K 0.98% 18
2020
Q2 		$17.1M Sell
181,944
-37,387
-17% -$3.55M 1.04% 12
2020
Q1 		$19.7M Sell
219,331
-8,429
-4% -$1.02M 1.46% 10
2019
Q4 		$31.8M Sell
227,760
-3,641
-2% -$467K 1.89% 6
2019
Q3 		$27.2M Sell
231,401
-5,537
-2% -$626K 1.78% 5
2019
Q2 		$26.5M Hold
236,938
– – 1.75% 6
2019
Q1 		$24M Buy
236,938
+15,608
+7% +$1.61M 1.66% 7
2018
Q4 		$21.6M Sell
221,330
-5,685
-3% -$606K 1.57% 7
2018
Q3 		$25.6M Sell
227,015
-2,895
-1% -$329K 1.56% 8
2018
Q2 		$24M Sell
229,910
-24,279
-10% -$2.66M 1.56% 8
2018
Q1 		$28M Sell
254,189
-27,240
-10% -$3.08M 1.7% 7
2017
Q4 		$30.1M Sell
281,429
-1,993
-0.7% -$202K 1.64% 7
2017
Q3 		$27.1M Sell
283,422
-2,784
-1% -$257K 1.02% 16
2017
Q2 		$26.2M Buy
286,206
+5,426
+2% +$468K 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% -$18K 1.07% 14
2016
Q3 		$19.7M Buy
295,335
+6,518
+2% +$425K 0.86% 18
2016
Q2 		$17.9M Hold
288,817
– – 0.79% 18
2016
Q1 		$17.1M Buy
288,817
+1,095
+0.4% +$63.9K 0.77% 22
2015
Q4 		$19M Sell
287,722
-74,098
-20% -$4.82M 0.88% 17
2015
Q3 		$22.1M Buy
361,820
+23,725
+7% +$1.55M 1.09% 16
2015
Q2 		$22.9M Buy
338,095
+23,171
+7% +$1.51M 1.08% 14
2015
Q1 		$19.1M Buy
314,924
+57,350
+22% +$3.4M 0.9% 17
2014
Q4 		$16.1M Buy
257,574
+22,619
+10% +$1.36M 0.78% 19
2014
Q3 		$14.2M Sell
234,955
-15,867
-6% -$928K 0.72% 20
2014
Q2 		$14.5M Buy
250,822
+6,120
+3% +$344K 0.75% 19
2014
Q1 		$14.9M Sell
244,702
-4,307
-2% -$249K 0.78% 17
2013
Q4 		$14.6M Buy
249,009
+6,098
+3% +$334K 0.79% 17
2013
Q3 		$12.6M Buy
242,911
+67,500
+38% +$3.62M 0.74% 21
2013
Q2 		$9.26M Buy
+175,411
New +$8.92M 0.54% 23

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sentry Investment Management's JPM Position: Q1 2026 in Review

Sentry Investment Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 7,349 shares — an estimated $2.37M sold.

Sentry Investment Management first reported a position in JPM in Q2 2013 and held it in 51 quarters. The position peaked at $31.8M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sentry Investment Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 7,349 JPMorgan Chase shares in Q1 2026, an estimated $2.37M.
  • Sentry Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's JPMorgan Chase position peaked at $31.8M in Q4 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.