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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
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 $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 LLC's JPM Position: Q1 2026 in Review

Sentry LLC held its JPMorgan Chase (JPM) position steady in Q1 2026 at 6,101 shares worth $1.79M. The position accounts for 0.57% of the portfolio, ranked #24.

Sentry LLC first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.97M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sentry LLC held 6,101 shares of JPMorgan Chase worth $1.79M as of Q1 2026.
  • Sentry LLC left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.57% of Sentry LLC's portfolio in Q1 2026, its #24 holding.
  • Sentry LLC first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Sentry LLC's JPMorgan Chase position peaked at $1.97M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.