Haverford Trust Company’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 | $400M | Sell |
1,359,070
-17,746
| -1% | -$5.39M | 3.66% | 3 |
|
|
2025
Q4 | $444M | Sell |
1,376,816
-11,584
| -0.8% | -$3.59M | 3.96% | 4 |
|
|
2025
Q3 | $438M | Sell |
1,388,400
-58,122
| -4% | -$17.3M | 3.95% | 3 |
|
|
2025
Q2 | $419M | Sell |
1,446,522
-8,543
| -0.6% | -$2.18M | 3.98% | 3 |
|
|
2025
Q1 | $357M | Sell |
1,455,065
-17,726
| -1% | -$4.52M | 3.59% | 3 |
|
|
2024
Q4 | $353M | Sell |
1,472,791
-3,964
| -0.3% | -$923K | 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% | -$5.3M | 3.18% | 3 |
|
|
2024
Q1 | $305M | Sell |
1,521,671
-93,224
| -6% | -$16.8M | 3.18% | 3 |
|
|
2023
Q4 | $275M | Sell |
1,614,895
-145,454
| -8% | -$22M | 3.05% | 3 |
|
|
2023
Q3 | $255M | Sell |
1,760,349
-22,178
| -1% | -$3.32M | 3.11% | 3 |
|
|
2023
Q2 | $259M | Sell |
1,782,527
-7,173
| -0.4% | -$987K | 2.93% | 3 |
|
|
2023
Q1 | $233M | Buy |
1,789,700
+2,956
| +0.2% | +$405K | 2.79% | 5 |
|
|
2022
Q4 | $240M | Buy |
1,786,744
+5,192
| +0.3% | +$658K | 2.95% | 4 |
|
|
2022
Q3 | $186M | Buy |
1,781,552
+25,949
| +1% | +$2.98M | 2.55% | 11 |
|
|
2022
Q2 | $198M | Buy |
1,755,603
+143,041
| +9% | +$17.7M | 2.58% | 11 |
|
|
2022
Q1 | $220M | Buy |
1,612,562
+85,948
| +6% | +$12.7M | 2.54% | 11 |
|
|
2021
Q4 | $242M | Sell |
1,526,614
-2,448
| -0.2% | -$402K | 2.63% | 9 |
|
|
2021
Q3 | $250M | Sell |
1,529,062
-82,632
| -5% | -$13M | 2.99% | 5 |
|
|
2021
Q2 | $251M | Buy |
1,611,694
+24,468
| +2% | +$3.84M | 2.95% | 5 |
|
|
2021
Q1 | $242M | Buy |
1,587,226
+101,134
| +7% | +$14.5M | 3.09% | 5 |
|
|
2020
Q4 | $189M | Buy |
1,486,092
+24,728
| +2% | +$2.76M | 2.67% | 9 |
|
|
2020
Q3 | $141M | Buy |
1,461,364
+16,698
| +1% | +$1.64M | 2.24% | 15 |
|
|
2020
Q2 | $136M | Buy |
1,444,666
+24,401
| +2% | +$2.32M | 2.33% | 14 |
|
|
2020
Q1 | $128M | Buy |
1,420,265
+3,077
| +0.2% | +$374K | 2.6% | 10 |
|
|
2019
Q4 | $198M | Buy |
1,417,188
+2,173
| +0.2% | +$279K | 3.2% | 5 |
|
|
2019
Q3 | $167M | Buy |
1,415,015
+20,586
| +1% | +$2.33M | 2.92% | 5 |
|
|
2019
Q2 | $156M | Buy |
1,394,429
+3,489
| +0.3% | +$385K | 2.8% | 7 |
|
|
2019
Q1 | $141M | Buy |
1,390,940
+27,635
| +2% | +$2.85M | 2.61% | 9 |
|
|
2018
Q4 | $133M | Buy |
1,363,305
+2,724
| +0.2% | +$290K | 2.83% | 8 |
|
|
2018
Q3 | $154M | Buy |
1,360,581
+2,968
| +0.2% | +$337K | 2.83% | 6 |
|
|
2018
Q2 | $141M | Sell |
1,357,613
-38,116
| -3% | -$4.18M | 2.79% | 7 |
|
|
2018
Q1 | $153M | Sell |
1,395,729
-26,329
| -2% | -$2.98M | 3.07% | 3 |
|
|
2017
Q4 | $152M | Sell |
1,422,058
-9,933
| -0.7% | -$1.01M | 2.99% | 4 |
|
|
2017
Q3 | $137M | Buy |
1,431,991
+10,670
| +0.8% | +$984K | 2.86% | 5 |
|
|
2017
Q2 | $130M | Buy |
1,421,321
+20,692
| +1% | +$1.79M | 2.83% | 4 |
|
|
2017
Q1 | $123M | Sell |
1,400,629
-284,578
| -17% | -$25.1M | 2.81% | 6 |
|
|
2016
Q4 | $145M | Sell |
1,685,207
-24,859
| -1% | -$1.9M | 3.52% | 1 |
|
|
2016
Q3 | $114M | Sell |
1,710,066
-1,678
| -0.1% | -$109K | 2.84% | 4 |
|
|
2016
Q2 | $106M | Buy |
1,711,744
+952
| +0.1% | +$59.5K | 2.67% | 4 |
|
|
2016
Q1 | $101M | Buy |
1,710,792
+54,015
| +3% | +$3.15M | 2.64% | 5 |
|
|
2015
Q4 | $109M | Buy |
1,656,777
+20,241
| +1% | +$1.32M | 2.94% | 3 |
|
|
2015
Q3 | $99.8M | Buy |
1,636,536
+34,234
| +2% | +$2.24M | 2.9% | 4 |
|
|
2015
Q2 | $109M | Sell |
1,602,302
-1,926
| -0.1% | -$126K | 2.98% | 5 |
|
|
2015
Q1 | $97.2M | Buy |
1,604,228
+26,640
| +2% | +$1.58M | 2.69% | 7 |
|
|
2014
Q4 | $98.7M | Buy |
1,577,588
+21,563
| +1% | +$1.3M | 2.77% | 4 |
|
|
2014
Q3 | $93.7M | Buy |
1,556,025
+15,769
| +1% | +$922K | 2.8% | 4 |
|
|
2014
Q2 | $88.8M | Buy |
1,540,256
+63,912
| +4% | +$3.59M | 2.6% | 7 |
|
|
2014
Q1 | $89.6M | Sell |
1,476,344
-201,009
| -12% | -$11.6M | 2.77% | 8 |
|
|
2013
Q4 | $98.1M | Buy |
1,677,353
+14,494
| +0.9% | +$794K | 2.75% | 5 |
|
|
2013
Q3 | $86M | Buy |
1,662,859
+39,315
| +2% | +$2.11M | 3.13% | 5 |
|
|
2013
Q2 | $85.7M | Buy |
+1,623,544
| New | +$82.5M | 2.82% | 5 |
|
Other funds holding JPM
VCM
VPM
Haverford Trust Company's JPM Position: Q1 2026 in Review
Haverford Trust Company reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $5.39M and leaving 1,359,070 shares worth $400M. The position accounts for 3.66% of the portfolio, ranked #3.
Haverford Trust Company first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $444M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Haverford Trust Company held 1,359,070 shares of JPMorgan Chase worth $400M as of Q1 2026.
- Haverford Trust Company sold 17,746 JPMorgan Chase shares in Q1 2026, an estimated $5.39M.
- JPMorgan Chase made up 3.66% of Haverford Trust Company's portfolio in Q1 2026, its #3 holding.
- Haverford Trust Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Haverford Trust Company's JPMorgan Chase position peaked at $444M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.