SL
Sentry LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Hold |
6,101
| – | – | 0.35% | 25 |
|
|
2025
Q1 | $1.5M | Buy |
6,101
+200
| +3% | +$49.1K | 0.29% | 27 |
|
|
2024
Q4 | $1.41M | Sell |
5,901
-200
| -3% | -$47.9K | 0.28% | 27 |
|
|
2024
Q3 | $1.29M | Sell |
6,101
-35
| -0.6% | -$7.38K | 0.25% | 31 |
|
|
2024
Q2 | $1.24M | Hold |
6,136
| – | – | 0.23% | 28 |
|
|
2024
Q1 | $1.23M | Sell |
6,136
-6
| -0.1% | -$1.2K | 0.23% | 31 |
|
|
2023
Q4 | $1.04M | Sell |
6,142
-195
| -3% | -$33.2K | 0.22% | 33 |
|
|
2023
Q3 | $919K | Hold |
6,337
| – | – | 0.19% | 41 |
|
|
2023
Q2 | $922K | Buy |
6,337
+10
| +0.2% | +$1.45K | 0.2% | 42 |
|
|
2023
Q1 | $824K | Buy |
+6,327
| New | +$824K | 0.19% | 47 |
|