Haverford Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
66,079
-175
| -0.3% | -$50.7K | 5.67% | 3 |
|
|
2025
Q1 | $16.3M | Sell |
66,254
-825
| -1% | -$202K | 5.01% | 4 |
|
|
2024
Q4 | $16.1M | Buy |
67,079
+233
| +0.3% | +$55.9K | 4.9% | 4 |
|
|
2024
Q3 | $14.1M | Sell |
66,846
-7
| -0% | -$1.48K | 4.03% | 8 |
|
|
2024
Q2 | $13.5M | Sell |
66,853
-3,052
| -4% | -$617K | 4.05% | 6 |
|
|
2024
Q1 | $14M | Sell |
69,905
-11,850
| -14% | -$2.37M | 4.03% | 7 |
|
|
2023
Q4 | $13.9M | Sell |
81,755
-126
| -0.2% | -$21.4K | 4.17% | 7 |
|
|
2023
Q3 | $11.9M | Sell |
81,881
-228
| -0.3% | -$33.1K | 3.83% | 9 |
|
|
2023
Q2 | $11.9M | Sell |
82,109
-372
| -0.5% | -$54.1K | 3.56% | 11 |
|
|
2023
Q1 | $10.7M | Sell |
82,481
-288
| -0.3% | -$37.5K | 3.36% | 12 |
|
|
2022
Q4 | $11.1M | Sell |
82,769
-39
| -0% | -$5.23K | 3.06% | 15 |
|
|
2022
Q3 | $8.65M | Sell |
82,808
-33
| -0% | -$3.45K | 2.65% | 16 |
|
|
2022
Q2 | $9.33M | Sell |
82,841
-1,680
| -2% | -$189K | 2.72% | 16 |
|
|
2022
Q1 | $11.5M | Buy |
84,521
+5,672
| +7% | +$773K | 2.84% | 13 |
|
|
2021
Q4 | $12.5M | Sell |
78,849
-2,710
| -3% | -$429K | 2.83% | 14 |
|
|
2021
Q3 | $13.4M | Sell |
81,559
-73
| -0.1% | -$11.9K | 3.25% | 12 |
|
|
2021
Q2 | $12.7M | Sell |
81,632
-84
| -0.1% | -$13.1K | 3.1% | 14 |
|
|
2021
Q1 | $12.4M | Sell |
81,716
-501
| -0.6% | -$76.3K | 3.25% | 14 |
|
|
2020
Q4 | $10.4M | Sell |
82,217
-13,284
| -14% | -$1.69M | 2.85% | 16 |
|
|
2020
Q3 | $9.19M | Buy |
95,501
+1,439
| +2% | +$139K | 2.83% | 14 |
|
|
2020
Q2 | $8.85M | Sell |
94,062
-8,866
| -9% | -$834K | 2.98% | 13 |
|
|
2020
Q1 | $9.27M | Sell |
102,928
-360
| -0.3% | -$32.4K | 3.74% | 11 |
|
|
2019
Q4 | $14.4M | Sell |
103,288
-2,739
| -3% | -$382K | 4.58% | 5 |
|
|
2019
Q3 | $12.5M | Sell |
106,027
-229
| -0.2% | -$27K | 4.23% | 6 |
|
|
2019
Q2 | $11.9M | Sell |
106,256
-7,328
| -6% | -$819K | 4.13% | 6 |
|
|
2019
Q1 | $11.5M | Buy |
113,584
+689
| +0.6% | +$69.7K | 4.12% | 8 |
|
|
2018
Q4 | $11M | Sell |
112,895
-955
| -0.8% | -$93.2K | 4.54% | 5 |
|
|
2018
Q3 | $12.8M | Sell |
113,850
-741
| -0.6% | -$83.6K | 4.56% | 4 |
|
|
2018
Q2 | $11.9M | Sell |
114,591
-3,276
| -3% | -$341K | 4.48% | 5 |
|
|
2018
Q1 | $13M | Sell |
117,867
-1,397
| -1% | -$154K | 4.93% | 2 |
|
|
2017
Q4 | $12.8M | Sell |
119,264
-137
| -0.1% | -$14.7K | 4.66% | 5 |
|
|
2017
Q3 | $11.4M | Sell |
119,401
-435
| -0.4% | -$41.5K | 4.46% | 6 |
|
|
2017
Q2 | $11M | Sell |
119,836
-6,315
| -5% | -$577K | 4.46% | 7 |
|
|
2017
Q1 | $11.1M | Sell |
126,151
-16,401
| -12% | -$1.44M | 4.56% | 5 |
|
|
2016
Q4 | $12.3M | Sell |
142,552
-552
| -0.4% | -$47.6K | 5.19% | 1 |
|
|
2016
Q3 | $9.53M | Sell |
143,104
-1,067
| -0.7% | -$71K | 4.1% | 9 |
|
|
2016
Q2 | $8.96M | Sell |
144,171
-1,704
| -1% | -$106K | 3.78% | 9 |
|
|
2016
Q1 | $8.64M | Buy |
145,875
+5,767
| +4% | +$342K | 3.64% | 10 |
|
|
2015
Q4 | $9.25M | Buy |
140,108
+2,407
| +2% | +$159K | 3.95% | 6 |
|
|
2015
Q3 | $8.4M | Buy |
137,701
+1,718
| +1% | +$105K | 3.87% | 9 |
|
|
2015
Q2 | $9.21M | Sell |
135,983
-6,597
| -5% | -$447K | 3.89% | 7 |
|
|
2015
Q1 | $8.63M | Sell |
142,580
-1,030
| -0.7% | -$62.3K | 3.5% | 13 |
|
|
2014
Q4 | $8.99M | Buy |
143,610
+4,278
| +3% | +$268K | 3.68% | 11 |
|
|
2014
Q3 | $8.41M | Buy |
139,332
+1,780
| +1% | +$107K | 3.77% | 8 |
|
|
2014
Q2 | $7.92M | Buy |
137,552
+2,861
| +2% | +$165K | 3.48% | 11 |
|
|
2014
Q1 | $8.18M | Buy |
134,691
+1,498
| +1% | +$91K | 3.74% | 10 |
|
|
2013
Q4 | $7.79M | Buy |
133,193
+7,165
| +6% | +$419K | 3.67% | 11 |
|
|
2013
Q3 | $6.51M | Buy |
126,028
+6,551
| +5% | +$339K | 3.59% | 12 |
|
|
2013
Q2 | $6.31M | Buy |
+119,477
| New | +$6.31M | 3.55% | 12 |
|