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Sentry LLC’s JPMorgan Chase JPM Stock Holding History

Sentry LLC’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 		$2M Hold
6,101
– – 0.56% 29
2026
Q1 		$1.79M Hold
6,101
– – 0.57% 24
2025
Q4 		$1.97M Hold
6,101
– – 0.54% 25
2025
Q3 		$1.92M Hold
6,101
– – 0.48% 24
2025
Q2 		$1.77M Hold
6,101
– – 0.35% 25
2025
Q1 		$1.5M Buy
6,101
+200
+3% +$51K 0.29% 27
2024
Q4 		$1.41M Sell
5,901
-200
-3% -$46.6K 0.28% 27
2024
Q3 		$1.29M Sell
6,101
-35
-0.6% -$7.37K 0.25% 31
2024
Q2 		$1.24M Hold
6,136
– – 0.23% 28
2024
Q1 		$1.23M Sell
6,136
-6
-0.1% -$1.08K 0.23% 31
2023
Q4 		$1.04M Sell
6,142
-195
-3% -$29.6K 0.22% 33
2023
Q3 		$919K Hold
6,337
– – 0.19% 41
2023
Q2 		$922K Buy
6,337
+10
+0.2% +$1.38K 0.2% 42
2023
Q1 		$824K Buy
+6,327
New +$867K 0.19% 47

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sentry LLC's JPM Position: Q2 2026 in Review

Sentry LLC held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,101 shares worth $2M. The position accounts for 0.56% of the portfolio, ranked #29.

Sentry LLC first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sentry LLC held 6,101 shares of JPMorgan Chase worth $2M as of Q2 2026.
  • Sentry LLC left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.56% of Sentry LLC's portfolio in Q2 2026, its #29 holding.
  • Sentry LLC first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sentry LLC's 13F filing for Q2 2026, filed 14 Aug 2026.