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Disclosery

Haverford Financial Services, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Financial Services, Inc. on JPM, newest first. How the timeline and the estimate are built.

Haverford Financial Services, Inc. held 56,133 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,133 shares
    Change vs previous 13F -213 shares

    5.42% of the 13F portfolio, value $18,374,015.

    13F-HR 0001104659-26-094815 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,346 shares
    Change vs previous 13F -209 shares

    4.94% of the 13F portfolio, value $16,574,739.

    13F-HR 0001104659-26-058495 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,555 shares
    Change vs previous 13F -367 shares

    5.11% of the 13F portfolio, value $18,223,152.

    13F-HR 0001104659-26-014783 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,922 shares
    Change vs previous 13F -9,157 shares

    5.04% of the 13F portfolio, value $17,954,906.

    13F-HR 0001104659-25-110202 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,079 shares
    Change vs previous 13F -175 shares

    5.67% of the 13F portfolio, value $19,156,963.

    13F-HR 0001104659-25-076263 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,254 shares
    Change vs previous 13F -825 shares

    5.01% of the 13F portfolio, value $16,252,106.

    13F-HR 0001104659-25-046590 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,079 shares
    Change vs previous 13F +233 shares

    4.9% of the 13F portfolio, value $16,079,507.

    13F-HR 0001104659-25-011392 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,846 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $14,095,148.

    13F-HR 0001104659-24-111778 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).