Sageworth Trust Company of South Dakota’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Sell
682
-587
-46% -$182K 0.14% 58
2026
Q1
$373K Buy
+1,269
New +$385K 0.3% 44
2025
Q3
Sell
-1,160
Closed -$336K 52
2025
Q2
$336K Hold
1,160
0.36% 39
2025
Q1
$285K Buy
+1,160
New +$296K 0.34% 44

Other funds holding JPM

Sageworth Trust Company of South Dakota's JPM Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its JPMorgan Chase (JPM) stake by 46% in Q2 2026, selling an estimated $182K and leaving 682 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #58.

Sageworth Trust Company of South Dakota first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. The position peaked at $373K in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sageworth Trust Company of South Dakota held 682 shares of JPMorgan Chase worth $223K as of Q2 2026.
  • Sageworth Trust Company of South Dakota sold 587 JPMorgan Chase shares in Q2 2026, an estimated $182K.
  • JPMorgan Chase made up 0.14% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #58 holding.
  • Sageworth Trust Company of South Dakota first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
  • Sageworth Trust Company of South Dakota's JPMorgan Chase position peaked at $373K in Q1 2026.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.