Sageworth Trust’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
Q1 | $2.13M | Buy |
7,247
+4,845
| +202% | +$1.47M | 0.09% | 45 |
|
|
2025
Q4 | $774K | Sell |
2,402
-14,655
| -86% | -$4.54M | 0.03% | 68 |
|
|
2025
Q3 | $5.38M | Buy |
17,057
+15,738
| +1,193% | +$4.68M | 0.25% | 33 |
|
|
2025
Q2 | $382K | Sell |
1,319
-414
| -24% | -$106K | 0.02% | 77 |
|
|
2025
Q1 | $425K | Buy |
1,733
+6
| +0.3% | +$1.53K | 0.03% | 73 |
|
|
2024
Q4 | $414K | Sell |
1,727
-1,133
| -40% | -$264K | 0.03% | 73 |
|
|
2024
Q3 | $603K | Buy |
2,860
+786
| +38% | +$166K | 0.04% | 65 |
|
|
2024
Q2 | $419K | Buy |
+2,074
| New | +$405K | 0.03% | 81 |
|
|
2023
Q2 | – | Sell |
-407
| Closed | -$53K | – | 260 |
|
|
2023
Q1 | $53K | Buy |
407
+296
| +267% | +$40.6K | ﹤0.01% | 137 |
|
|
2022
Q4 | $15K | Buy |
111
+41
| +59% | +$5.2K | ﹤0.01% | 188 |
|
|
2022
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 238 |
|
|
2022
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 184 |
|
|
2021
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $11K | Sell |
70
-150
| -68% | -$23.5K | ﹤0.01% | 528 |
|
|
2021
Q2 | $34K | Sell |
220
-1,253
| -85% | -$197K | ﹤0.01% | 298 |
|
|
2021
Q1 | $224K | Sell |
1,473
-489
| -25% | -$70.4K | 0.02% | 79 |
|
|
2020
Q4 | $249K | Buy |
1,962
+1,084
| +123% | +$121K | 0.02% | 53 |
|
|
2020
Q3 | $85K | Sell |
878
-236
| -21% | -$23.2K | 0.01% | 67 |
|
|
2020
Q2 | $105K | Buy |
1,114
+36
| +3% | +$3.42K | 0.01% | 55 |
|
|
2020
Q1 | $97K | Hold |
1,078
| – | – | 0.01% | 59 |
|
|
2019
Q4 | $150K | Sell |
1,078
-150
| -12% | -$19.2K | 0.02% | 59 |
|
|
2019
Q3 | $145K | Hold |
1,228
| – | – | 0.02% | 63 |
|
|
2019
Q2 | $137K | Buy |
1,228
+150
| +14% | +$16.5K | 0.02% | 68 |
|
|
2019
Q1 | $109K | Buy |
1,078
+371
| +52% | +$38.2K | 0.01% | 45 |
|
|
2018
Q4 | $69K | Sell |
707
-125
| -15% | -$13.3K | 0.01% | 70 |
|
|
2018
Q3 | $94K | Buy |
832
+592
| +247% | +$67.2K | 0.01% | 67 |
|
|
2018
Q2 | $25K | Sell |
240
-59
| -20% | -$6.47K | ﹤0.01% | 71 |
|
|
2018
Q1 | $33K | Buy |
+299
| New | +$33.9K | ﹤0.01% | 39 |
|
|
2017
Q3 | – | Sell |
-673
| Closed | -$62K | – | 92 |
|
|
2017
Q2 | $62K | Buy |
+673
| New | +$58.1K | 0.01% | 56 |
|
|
2015
Q1 | – | Sell |
-9,433
| Closed | -$590K | – | 58 |
|
|
2014
Q4 | $590K | Buy |
+9,433
| New | +$568K | 0.18% | 45 |
|
Other funds holding JPM
VCM
VPM
Sageworth Trust's JPM Position: Q1 2026 in Review
Sageworth Trust increased its JPMorgan Chase (JPM) stake by 202% in Q1 2026, buying an estimated $1.47M and bringing the position to 7,247 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #45.
Sageworth Trust first reported a position in JPM in Q4 2014 and has held it in 31 quarters since. The position peaked at $5.38M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Sageworth Trust held 7,247 shares of JPMorgan Chase worth $2.13M as of Q1 2026.
- Sageworth Trust bought 4,845 JPMorgan Chase shares in Q1 2026, an estimated $1.47M.
- JPMorgan Chase made up 0.09% of Sageworth Trust's portfolio in Q1 2026, its #45 holding.
- Sageworth Trust first reported a position in JPMorgan Chase in Q4 2014 and has held it in 31 quarters since.
- Sageworth Trust's JPMorgan Chase position peaked at $5.38M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.