SEC 13F Intelligence

Sentry Investment Management LLC / JPM

Sentry Investment Management LLC’s Jpmorgan Chase & Co Position

Does Sentry Investment Management LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 7.3K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
7.3K
% of Portfolio
+1.56%
Quarters Held
28
position exited

Position History JPM

Reported value by quarter
Q1 ’19: $24MQ1 ’19Q2 ’19: $26MQ3 ’19: $27MQ4 ’19: $32MQ1 ’20: $20MQ1 ’20Q2 ’20: $17MQ3 ’20: $18MQ4 ’20: $25MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20257.3K$2M+1.56%
Q3 20257.3K$2M+1.49%
Q2 20258.8K$2M+1.38%
Q1 20259.0K$2M+1.31%
Q4 202410.5K$3M+1.19%
Q3 202413.4K$3M+1.19%
Q2 202414.1K$3M+1.27%
Q1 202413.3K$3M+1.03%
Q4 202313.3K$2M+0.97%
Q3 202316.9K$2M+1.17%
Q2 202320.8K$3M+1.14%
Q1 202316.4K$2M+0.88%
Q4 202222.2K$3M+1.32%
Q3 202220.8K$2M+1.03%
Q2 202220.1K$2M+1.02%
Q1 202223.4K$3M+1.02%
Q4 202132.8K$5M+1.36%
Q3 202132.8K$5M+1.56%
Q2 202132.5K$5M+1.29%
Q1 202130.2K$5M+1.27%
Q4 2020194.6K$25M+1.24%
Q3 2020182.9K$18M+0.98%
Q2 2020181.9K$17M+1.04%
Q1 2020219.3K$20M+1.46%
Q4 2019227.8K$32M+1.89%
Q3 2019231.4K$27M+1.78%
Q2 2019236.9K$26M+1.75%
Q1 2019236.9K$24M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sentry Investment Management LLC’s full portfolio or all institutional holders of JPM.