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Disclosery

Sageworth Trust Co: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sageworth Trust Co on JPM, newest first. How the timeline and the estimate are built.

Sageworth Trust Co held 802 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 802 shares
    Change vs previous 13F -6,445 shares

    0.01% of the 13F portfolio, value $262,518.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,247 shares
    Change vs previous 13F +4,845 shares

    0.09% of the 13F portfolio, value $2,131,778.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,402 shares
    Change vs previous 13F -14,655 shares

    0.03% of the 13F portfolio, value $773,972.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,057 shares
    Change vs previous 13F +15,738 shares

    0.25% of the 13F portfolio, value $5,380,289.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,319 shares
    Change vs previous 13F -414 shares

    0.02% of the 13F portfolio, value $382,392.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,733 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $425,105.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,727 shares
    Change vs previous 13F -1,133 shares

    0.03% of the 13F portfolio, value $413,979.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,860 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $603,060.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).