HTC
Haverford Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419M | Sell |
1,446,522
-8,543
| -0.6% | -$2.48M | 3.98% | 3 |
|
|
2025
Q1 | $357M | Sell |
1,455,065
-17,726
| -1% | -$4.35M | 3.59% | 3 |
|
|
2024
Q4 | $353M | Sell |
1,472,791
-3,964
| -0.3% | -$950K | 3.51% | 3 |
|
|
2024
Q3 | $311M | Sell |
1,476,755
-17,794
| -1% | -$3.75M | 3.03% | 3 |
|
|
2024
Q2 | $302M | Sell |
1,494,549
-27,122
| -2% | -$5.49M | 3.18% | 3 |
|
|
2024
Q1 | $305M | Sell |
1,521,671
-93,224
| -6% | -$18.7M | 3.18% | 3 |
|
|
2023
Q4 | $275M | Sell |
1,614,895
-145,454
| -8% | -$24.7M | 3.05% | 3 |
|
|
2023
Q3 | $255M | Sell |
1,760,349
-22,178
| -1% | -$3.22M | 3.11% | 3 |
|
|
2023
Q2 | $259M | Sell |
1,782,527
-7,173
| -0.4% | -$1.04M | 2.93% | 3 |
|
|
2023
Q1 | $233M | Buy |
1,789,700
+2,956
| +0.2% | +$385K | 2.79% | 5 |
|
|
2022
Q4 | $240M | Buy |
1,786,744
+5,192
| +0.3% | +$696K | 2.95% | 4 |
|
|
2022
Q3 | $186M | Buy |
1,781,552
+25,949
| +1% | +$2.71M | 2.55% | 11 |
|
|
2022
Q2 | $198M | Buy |
1,755,603
+143,041
| +9% | +$16.1M | 2.58% | 11 |
|
|
2022
Q1 | $220M | Buy |
1,612,562
+85,948
| +6% | +$11.7M | 2.54% | 11 |
|
|
2021
Q4 | $242M | Sell |
1,526,614
-2,448
| -0.2% | -$388K | 2.63% | 9 |
|
|
2021
Q3 | $250M | Sell |
1,529,062
-82,632
| -5% | -$13.5M | 2.99% | 5 |
|
|
2021
Q2 | $251M | Buy |
1,611,694
+24,468
| +2% | +$3.81M | 2.95% | 5 |
|
|
2021
Q1 | $242M | Buy |
1,587,226
+101,134
| +7% | +$15.4M | 3.09% | 5 |
|
|
2020
Q4 | $189M | Buy |
1,486,092
+24,728
| +2% | +$3.14M | 2.67% | 9 |
|
|
2020
Q3 | $141M | Buy |
1,461,364
+16,698
| +1% | +$1.61M | 2.24% | 15 |
|
|
2020
Q2 | $136M | Buy |
1,444,666
+24,401
| +2% | +$2.3M | 2.33% | 14 |
|
|
2020
Q1 | $128M | Buy |
1,420,265
+3,077
| +0.2% | +$277K | 2.6% | 10 |
|
|
2019
Q4 | $198M | Buy |
1,417,188
+2,173
| +0.2% | +$303K | 3.2% | 5 |
|
|
2019
Q3 | $167M | Buy |
1,415,015
+20,586
| +1% | +$2.42M | 2.92% | 5 |
|
|
2019
Q2 | $156M | Buy |
1,394,429
+3,489
| +0.3% | +$390K | 2.8% | 7 |
|
|
2019
Q1 | $141M | Buy |
1,390,940
+27,635
| +2% | +$2.8M | 2.61% | 9 |
|
|
2018
Q4 | $133M | Buy |
1,363,305
+2,724
| +0.2% | +$266K | 2.83% | 8 |
|
|
2018
Q3 | $154M | Buy |
1,360,581
+2,968
| +0.2% | +$335K | 2.83% | 6 |
|
|
2018
Q2 | $141M | Sell |
1,357,613
-38,116
| -3% | -$3.97M | 2.79% | 7 |
|
|
2018
Q1 | $153M | Sell |
1,395,729
-26,329
| -2% | -$2.9M | 3.07% | 3 |
|
|
2017
Q4 | $152M | Sell |
1,422,058
-9,933
| -0.7% | -$1.06M | 2.99% | 4 |
|
|
2017
Q3 | $137M | Buy |
1,431,991
+10,670
| +0.8% | +$1.02M | 2.86% | 5 |
|
|
2017
Q2 | $130M | Buy |
1,421,321
+20,692
| +1% | +$1.89M | 2.83% | 4 |
|
|
2017
Q1 | $123M | Sell |
1,400,629
-284,578
| -17% | -$25M | 2.81% | 6 |
|
|
2016
Q4 | $145M | Sell |
1,685,207
-24,859
| -1% | -$2.15M | 3.52% | 1 |
|
|
2016
Q3 | $114M | Sell |
1,710,066
-1,678
| -0.1% | -$112K | 2.84% | 4 |
|
|
2016
Q2 | $106M | Buy |
1,711,744
+952
| +0.1% | +$59.2K | 2.67% | 4 |
|
|
2016
Q1 | $101M | Buy |
1,710,792
+54,015
| +3% | +$3.2M | 2.64% | 5 |
|
|
2015
Q4 | $109M | Buy |
1,656,777
+20,241
| +1% | +$1.34M | 2.94% | 3 |
|
|
2015
Q3 | $99.8M | Buy |
1,636,536
+34,234
| +2% | +$2.09M | 2.9% | 4 |
|
|
2015
Q2 | $109M | Sell |
1,602,302
-1,926
| -0.1% | -$131K | 2.98% | 5 |
|
|
2015
Q1 | $97.2M | Buy |
1,604,228
+26,640
| +2% | +$1.61M | 2.69% | 7 |
|
|
2014
Q4 | $98.7M | Buy |
1,577,588
+21,563
| +1% | +$1.35M | 2.77% | 4 |
|
|
2014
Q3 | $93.7M | Buy |
1,556,025
+15,769
| +1% | +$950K | 2.8% | 4 |
|
|
2014
Q2 | $88.8M | Buy |
1,540,256
+63,912
| +4% | +$3.68M | 2.6% | 7 |
|
|
2014
Q1 | $89.6M | Sell |
1,476,344
-201,009
| -12% | -$12.2M | 2.77% | 8 |
|
|
2013
Q4 | $98.1M | Buy |
1,677,353
+14,494
| +0.9% | +$848K | 2.75% | 5 |
|
|
2013
Q3 | $86M | Buy |
1,662,859
+39,315
| +2% | +$2.03M | 3.13% | 5 |
|
|
2013
Q2 | $85.7M | Buy |
+1,623,544
| New | +$85.7M | 2.82% | 5 |
|