A detailed history of Haverford Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Haverford Financial Services, Inc. holds 66,846 shares of JPM stock, worth $16.3 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
66,846
Previous 66,853 0.01%
Holding current value
$16.3 Million
Previous $13.5 Million 4.2%
% of portfolio
4.04%
Previous 4.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$194.9 - $224.8 $1,364 - $1,573
-7 Reduced 0.01%
66,846 $14.1 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $549,604 - $625,019
-3,052 Reduced 4.37%
66,853 $13.5 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $1.98 Million - $2.37 Million
-11,850 Reduced 14.49%
69,905 $14 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $17,096 - $21,457
-126 Reduced 0.15%
81,755 $13.9 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $32,651 - $36,024
-228 Reduced 0.28%
81,881 $11.9 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $47,418 - $54,103
-372 Reduced 0.45%
82,109 $11.9 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $35,974 - $41,414
-288 Reduced 0.35%
82,481 $10.7 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $3,976 - $5,375
-39 Reduced 0.05%
82,769 $11.1 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $684 - $3,979
-33 Reduced 0.04%
82,808 $8.65 Million
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $189,184 - $228,328
-1,680 Reduced 1.99%
82,841 $9.33 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $727,717 - $955,391
5,672 Added 7.19%
84,521 $11.5 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $417,177 - $465,523
-2,710 Reduced 3.32%
78,849 $12.5 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $10,728 - $12,189
-73 Reduced 0.09%
81,559 $13.4 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $12,379 - $13,980
-84 Reduced 0.1%
81,632 $12.7 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $62,950 - $78,982
-501 Reduced 0.61%
81,716 $12.4 Million
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $1.28 Million - $1.69 Million
-13,284 Reduced 13.91%
82,217 $10.4 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $131,351 - $149,396
1,439 Added 1.53%
95,501 $9.19 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $745,009 - $1.01 Million
-8,866 Reduced 8.61%
94,062 $8.85 Million
Q1 2020

May 11, 2020

SELL
$79.03 - $141.09 $28,450 - $50,792
-360 Reduced 0.35%
102,928 $9.27 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $306,274 - $381,816
-2,739 Reduced 2.58%
103,288 $14.4 Million
Q3 2019

Nov 04, 2019

SELL
$104.8 - $120.23 $23,999 - $27,532
-229 Reduced 0.22%
106,027 $12.5 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $766,801 - $850,927
-7,328 Reduced 6.45%
106,256 $11.9 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $66,908 - $73,853
689 Added 0.61%
113,584 $11.5 Million
Q4 2018

Feb 12, 2019

SELL
$92.14 - $115.32 $87,993 - $110,130
-955 Reduced 0.84%
112,895 $11 Million
Q3 2018

Nov 08, 2018

SELL
$103.61 - $118.63 $76,775 - $87,904
-741 Reduced 0.65%
113,850 $12.8 Million
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $338,214 - $374,414
-3,276 Reduced 2.78%
114,591 $11.9 Million
Q1 2018

May 09, 2018

SELL
$107.01 - $118.77 $149,492 - $165,921
-1,397 Reduced 1.17%
117,867 $13 Million
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $13,132 - $14,772
-137 Reduced 0.11%
119,264 $12.8 Million
Q3 2017

Nov 09, 2017

SELL
$88.42 - $95.51 $38,462 - $41,546
-435 Reduced 0.36%
119,401 $11.4 Million
Q2 2017

Aug 14, 2017

BUY
N/A
119,836
119,836 $11 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Haverford Financial Services, Inc. Portfolio

Follow Haverford Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Haverford Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Haverford Financial Services, Inc. with notifications on news.