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Disclosery

Haverford Trust Co: JPM position timeline

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

Haverford Trust Co held 1,330,284 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 1,330,284 shares
    Change vs previous 13F -28,786 shares

    3.76% of the 13F portfolio, value $435,441,945.

    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 1,359,070 shares
    Change vs previous 13F -17,746 shares

    3.66% of the 13F portfolio, value $399,783,949.

    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 1,376,816 shares
    Change vs previous 13F -11,584 shares

    3.96% of the 13F portfolio, value $443,637,709.

    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 1,388,400 shares
    Change vs previous 13F -58,122 shares

    3.95% of the 13F portfolio, value $437,942,899.

    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 1,446,522 shares
    Change vs previous 13F -8,543 shares

    3.98% of the 13F portfolio, value $419,361,092.

    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 1,455,065 shares
    Change vs previous 13F -17,726 shares

    3.59% of the 13F portfolio, value $356,927,409.

    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 1,472,791 shares
    Change vs previous 13F -3,964 shares

    3.51% of the 13F portfolio, value $353,042,784.

    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 1,476,755 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $311,388,643.

    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).