JPMorgan Chase & Co. shares owned by Sageworth Trust Company
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sageworth Trust Company
from 13F filings
Historical chart of Sageworth Trust Company investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sageworth Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 17k | 315.43 |
| 2025-06-30 | $382k | 1.3k | 289.91 |
| 2025-03-31 | $425k | 1.7k | 245.30 |
| 2024-12-31 | $414k | 1.7k | 239.71 |
| 2024-09-30 | $603k | 2.9k | 210.86 |
| 2024-06-30 | $420k | 2.1k | 202.26 |
| 2023-03-31 | $53k | 407 | 130.31 |
| 2022-12-31 | $15k | 111 | 135.14 |
| 2022-09-30 | $7.0k | 70 | 100.00 |
| 2022-06-30 | $8.0k | 70 | 114.29 |
| 2022-03-31 | $10k | 70 | 142.86 |
| 2021-12-31 | $11k | 70 | 157.14 |
| 2021-09-30 | $11k | 70 | 157.14 |
| 2021-06-30 | $34k | 220 | 154.55 |
| 2021-03-31 | $224k | 1.5k | 152.07 |
| 2020-12-31 | $249k | 2.0k | 126.91 |
| 2020-09-30 | $85k | 878 | 96.81 |
| 2020-06-30 | $105k | 1.1k | 94.25 |
| 2020-03-31 | $97k | 1.1k | 89.98 |
| 2019-12-31 | $150k | 1.1k | 139.15 |
| 2019-09-30 | $145k | 1.2k | 118.08 |
| 2019-06-30 | $137k | 1.2k | 111.56 |
| 2019-03-31 | $109k | 1.1k | 101.11 |
| 2018-12-31 | $69k | 707 | 97.60 |
| 2018-09-30 | $94k | 832 | 112.98 |
| 2018-06-30 | $25k | 240 | 104.17 |
| 2018-03-31 | $33k | 299 | 110.37 |
| 2017-06-30 | $62k | 673 | 92.12 |
| 2014-12-31 | $590k | 9.4k | 62.55 |