Sageworth Trust Co of South Dakota: JPM position timeline

Sageworth Trust Co of South Dakota held 682 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 682 shares

   Change vs previous 13F -587 shares

   0.14% of the 13F portfolio, value $223,239.

   13F-HR 0001871593-26-000007 filed by Sageworth Trust Co of South Dakota
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,269 shares

   Change vs previous 13F +1,269 shares

   0.3% of the 13F portfolio, value $373,289.

   13F-HR 0001871593-26-000004 filed by Sageworth Trust Co of South Dakota
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,160 shares

   13F-HR 0001871593-25-000011 filed by Sageworth Trust Co of South Dakota
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-06-30

   13F 1,160 shares

   Change vs previous 13F 0 shares

   0.36% of the 13F portfolio, value $336,296.

   13F-HR 0001871593-25-000007 filed by Sageworth Trust Co of South Dakota
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,160 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $284,548.

   13F-HR 0001871593-25-000005 filed by Sageworth Trust Co of South Dakota
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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