JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSageworth Trust Co
Latest Disclosed Ownership7,247 shares
Latest Disclosed Value $ 2,131,778
Sageworth Trust Co reports 201.71% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Sageworth Trust Co filed a 13F-HR form disclosing ownership of 7,247 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,131,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,402 shares of JPMorgan Chase & Co.. This represents a change in shares of 201.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 7,247 4,845 201.71 2,132 175.68 0.0916
2026-02-03 2025-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 2,402 -14,655 -85.92 774 -85.63 0.0332
2025-11-07 2025-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 17,057 15,738 1,193.18 5,380 1,308.38 0.2507
2025-07-21 2025-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,319 -414 -23.89 382 -10.12 0.0212
2025-04-28 2025-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,733 6 0.35 425 2.91 0.0264
2025-01-28 2024-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,727 -1,133 -39.62 414 -31.51 0.0256
2024-10-24 2024-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 2,860 786 37.90 603 43.91 0.0359
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,074 2,074 419 0.0265
2023-07-26 2023-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -407 -100.00 0 -100.00
2023-05-08 2023-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 407 296 266.67 53 0.0039
2023-01-25 2022-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 111 41 58.57 0 -100.00 0.0012
2022-11-02 2022-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 70 0 0.00 7 -12.50 0.0006
2022-07-28 2022-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 70 0 0.00 8 -20.00 0.0007
2022-05-06 2022-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 70 0 0.00 10 -9.09 0.0008
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 70 0 0.00 11 0.00 0.0009
2021-11-09 2021-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 70 -150 -68.18 11 -67.65 0.0009
2021-08-13 2021-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 220 -1,253 -85.06 34 -84.82 0.0027
2021-05-13 2021-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,473 -489 -24.92 224 -10.04 0.0186
2021-02-08 2020-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,962 1,084 123.46 249 192.94 0.0227
2020-11-04 2020-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 878 -236 -21.18 85 -19.05 0.0092
2020-08-12 2020-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,114 36 3.34 105 8.25 0.0117
2020-05-13 2020-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,078 0 0.00 97 -35.33 0.0119
2020-01-28 2019-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,078 -150 -12.21 150 3.45 0.0163
2019-10-31 2019-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,228 0 0.00 145 5.84 0.0169
2019-07-19 2019-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,228 150 13.91 137 25.69 0.0162
2019-04-08 2019-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 1,078 371 52.48 109 57.97 0.0135
2019-01-18 2018-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 707 -125 -15.02 69 -26.60 0.0092
2018-10-30 2018-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 832 592 246.67 94 276.00 0.0127
2018-07-19 2018-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 240 -59 -19.73 25 -24.24 0.0036
2018-05-03 2018-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 299 299 33 0.0049
2017-10-23 2017-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -673 -100.00 0 -100.00
2017-07-24 2017-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 673 673 62 0.0123
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.