Haverford Financial Services’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 | $16.6M | Sell |
56,346
-209
| -0.4% | -$63.4K | 4.94% | 7 |
|
|
2025
Q4 | $18.2M | Sell |
56,555
-367
| -0.6% | -$114K | 5.11% | 4 |
|
|
2025
Q3 | $18M | Sell |
56,922
-9,157
| -14% | -$2.72M | 5.04% | 3 |
|
|
2025
Q2 | $19.2M | Sell |
66,079
-175
| -0.3% | -$44.7K | 5.67% | 3 |
|
|
2025
Q1 | $16.3M | Sell |
66,254
-825
| -1% | -$210K | 5.01% | 4 |
|
|
2024
Q4 | $16.1M | Buy |
67,079
+233
| +0.3% | +$54.3K | 4.9% | 4 |
|
|
2024
Q3 | $14.1M | Sell |
66,846
-7
| -0% | -$1.47K | 4.03% | 8 |
|
|
2024
Q2 | $13.5M | Sell |
66,853
-3,052
| -4% | -$597K | 4.05% | 6 |
|
|
2024
Q1 | $14M | Sell |
69,905
-11,850
| -14% | -$2.14M | 4.03% | 7 |
|
|
2023
Q4 | $13.9M | Sell |
81,755
-126
| -0.2% | -$19.1K | 4.17% | 7 |
|
|
2023
Q3 | $11.9M | Sell |
81,881
-228
| -0.3% | -$34.2K | 3.83% | 9 |
|
|
2023
Q2 | $11.9M | Sell |
82,109
-372
| -0.5% | -$51.2K | 3.56% | 11 |
|
|
2023
Q1 | $10.7M | Sell |
82,481
-288
| -0.3% | -$39.5K | 3.36% | 12 |
|
|
2022
Q4 | $11.1M | Sell |
82,769
-39
| -0% | -$4.94K | 3.06% | 15 |
|
|
2022
Q3 | $8.65M | Sell |
82,808
-33
| -0% | -$3.79K | 2.65% | 16 |
|
|
2022
Q2 | $9.33M | Sell |
82,841
-1,680
| -2% | -$208K | 2.72% | 16 |
|
|
2022
Q1 | $11.5M | Buy |
84,521
+5,672
| +7% | +$837K | 2.84% | 13 |
|
|
2021
Q4 | $12.5M | Sell |
78,849
-2,710
| -3% | -$445K | 2.83% | 14 |
|
|
2021
Q3 | $13.3M | Sell |
81,559
-73
| -0.1% | -$11.4K | 3.25% | 12 |
|
|
2021
Q2 | $12.7M | Sell |
81,632
-84
| -0.1% | -$13.2K | 3.1% | 14 |
|
|
2021
Q1 | $12.4M | Sell |
81,716
-501
| -0.6% | -$72.1K | 3.25% | 14 |
|
|
2020
Q4 | $10.4M | Sell |
82,217
-13,284
| -14% | -$1.48M | 2.85% | 16 |
|
|
2020
Q3 | $9.19M | Buy |
95,501
+1,439
| +2% | +$141K | 2.83% | 14 |
|
|
2020
Q2 | $8.85M | Sell |
94,062
-8,866
| -9% | -$841K | 2.98% | 13 |
|
|
2020
Q1 | $9.27M | Sell |
102,928
-360
| -0.3% | -$43.7K | 3.74% | 11 |
|
|
2019
Q4 | $14.4M | Sell |
103,288
-2,739
| -3% | -$351K | 4.58% | 5 |
|
|
2019
Q3 | $12.5M | Sell |
106,027
-229
| -0.2% | -$25.9K | 4.23% | 6 |
|
|
2019
Q2 | $11.9M | Sell |
106,256
-7,328
| -6% | -$808K | 4.13% | 6 |
|
|
2019
Q1 | $11.5M | Buy |
113,584
+689
| +0.6% | +$71K | 4.12% | 8 |
|
|
2018
Q4 | $11M | Sell |
112,895
-955
| -0.8% | -$102K | 4.54% | 5 |
|
|
2018
Q3 | $12.8M | Sell |
113,850
-741
| -0.6% | -$84.1K | 4.56% | 4 |
|
|
2018
Q2 | $11.9M | Sell |
114,591
-3,276
| -3% | -$359K | 4.48% | 5 |
|
|
2018
Q1 | $13M | Sell |
117,867
-1,397
| -1% | -$158K | 4.93% | 2 |
|
|
2017
Q4 | $12.8M | Sell |
119,264
-137
| -0.1% | -$13.9K | 4.66% | 5 |
|
|
2017
Q3 | $11.4M | Sell |
119,401
-435
| -0.4% | -$40.1K | 4.46% | 6 |
|
|
2017
Q2 | $11M | Sell |
119,836
-6,315
| -5% | -$545K | 4.46% | 7 |
|
|
2017
Q1 | $11.1M | Sell |
126,151
-16,401
| -12% | -$1.45M | 4.56% | 5 |
|
|
2016
Q4 | $12.3M | Sell |
142,552
-552
| -0.4% | -$42.1K | 5.19% | 1 |
|
|
2016
Q3 | $9.53M | Sell |
143,104
-1,067
| -0.7% | -$69.6K | 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% | +$337K | 3.64% | 10 |
|
|
2015
Q4 | $9.25M | Buy |
140,108
+2,407
| +2% | +$157K | 3.95% | 6 |
|
|
2015
Q3 | $8.4M | Buy |
137,701
+1,718
| +1% | +$113K | 3.87% | 9 |
|
|
2015
Q2 | $9.21M | Sell |
135,983
-6,597
| -5% | -$431K | 3.89% | 7 |
|
|
2015
Q1 | $8.63M | Sell |
142,580
-1,030
| -0.7% | -$61K | 3.5% | 13 |
|
|
2014
Q4 | $8.99M | Buy |
143,610
+4,278
| +3% | +$257K | 3.68% | 11 |
|
|
2014
Q3 | $8.41M | Buy |
139,332
+1,780
| +1% | +$104K | 3.77% | 8 |
|
|
2014
Q2 | $7.92M | Buy |
137,552
+2,861
| +2% | +$161K | 3.48% | 11 |
|
|
2014
Q1 | $8.18M | Buy |
134,691
+1,498
| +1% | +$86.6K | 3.74% | 10 |
|
|
2013
Q4 | $7.79M | Buy |
133,193
+7,165
| +6% | +$393K | 3.67% | 11 |
|
|
2013
Q3 | $6.51M | Buy |
126,028
+6,551
| +5% | +$351K | 3.59% | 12 |
|
|
2013
Q2 | $6.31M | Buy |
+119,477
| New | +$6.07M | 3.55% | 12 |
|
Other funds holding JPM
VCM
VPM
Haverford Financial Services's JPM Position: Q1 2026 in Review
Haverford Financial Services reduced its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, selling an estimated $63.4K and leaving 56,346 shares worth $16.6M. The position accounts for 4.94% of the portfolio, ranked #7.
Haverford Financial Services first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.2M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Haverford Financial Services held 56,346 shares of JPMorgan Chase worth $16.6M as of Q1 2026.
- Haverford Financial Services sold 209 JPMorgan Chase shares in Q1 2026, an estimated $63.4K.
- JPMorgan Chase made up 4.94% of Haverford Financial Services's portfolio in Q1 2026, its #7 holding.
- Haverford Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Haverford Financial Services's JPMorgan Chase position peaked at $19.2M in Q2 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.