JPM JPMORGAN CHASE & CO

Ownership history in Sentry LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sentry LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.54% (2025 Q4)
Avg. % of fund
0.32%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,101 0% 0.54% $2.0M $320.77
2025 Q3 UNCHANGED 6,101 0% 0.48% $1.9M $312.49
2025 Q2 UNCHANGED 6,101 0% 0.35% $1.8M $285.83
2025 Q1 ADDED 6,101 +200 +3.4% 0.29% $1.5M $240.37
2024 Q4 REDUCED 5,901 -200 -3.3% 0.28% $1.4M $233.69
2024 Q3 REDUCED 6,101 -35 -0.6% 0.25% $1.3M $204.31
2024 Q2 UNCHANGED 6,136 0% 0.23% $1.2M $194.90
2024 Q1 REDUCED 6,136 -201 -3.2% 0.23% $1.2M $191.89
2023 Q4 INITIATED 6,337 0.19% $919K
% of Fund (quarterly)    JPM price (monthly, adj. close)
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