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Disclosery

Haverford Trust Co: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Trust Co on JMBS, newest first. How the timeline and the estimate are built.

Haverford Trust Co held 3,993,467 JMBS 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 3,993,467 shares
    Change vs previous 13F +294,447 shares

    1.55% of the 13F portfolio, value $179,666,058.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 3,699,020 shares
    Change vs previous 13F +485,364 shares

    1.53% of the 13F portfolio, value $167,121,722.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 3,213,656 shares
    Change vs previous 13F +389,469 shares

    1.31% of the 13F portfolio, value $146,831,954.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 2,824,187 shares
    Change vs previous 13F +359,662 shares

    1.16% of the 13F portfolio, value $128,980,638.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 2,464,525 shares
    Change vs previous 13F +342,820 shares

    1.05% of the 13F portfolio, value $111,026,848.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 2,121,705 shares
    Change vs previous 13F +631,310 shares

    0.97% of the 13F portfolio, value $95,901,044.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 1,490,395 shares
    Change vs previous 13F +220,973 shares

    0.65% of the 13F portfolio, value $65,845,667.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 1,269,422 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $59,218,549.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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