Haverford Trust Co

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 842941 RADNOR, PA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$435,441,861

+$35,657,830 QoQ

Shares Held

1,330,284

-2.1% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

5.49%

of 13F equity value

Holder Rank

#165

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Haverford Trust Co holds $444,362,953 across 5 Banks - Diversified names. JPM ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,330,284	$435,441,861
2	WFC	Wells Fargo & Company/Mn	48,007	$3,967,298
3	C	Citigroup Inc	17,868	$2,500,805
4	BAC	Bank Of America Corp /De/	33,609	$1,915,040
5	BNY	Bank of New York Mellon Corp	3,720	$537,949

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,441,861	1,330,284	-2.1%	Shares	Defined	2026-08-12
2026-03-31	$399,784,031	1,359,070	-1.3%	Shares	Defined	2026-05-11
2025-12-31	$443,637,651	1,376,816	-0.8%	Shares	Defined	2026-02-13
2025-09-30	$437,943,012	1,388,400	-4.0%	Shares	Defined	2025-11-14
2025-06-30	$419,361,193	1,446,522	-0.6%	Shares	Defined	2025-08-13
2025-03-31	$356,927,444	1,455,065	-1.2%	Shares	Defined	2025-05-14
2024-12-31	$353,042,730	1,472,791	-0.3%	Shares	Defined	2025-02-11
2024-09-30	$311,388,559	1,476,755	-1.2%	Shares	Defined	2024-11-05
2024-06-30	$302,287,480	1,494,549	-1.8%	Shares	Defined	2024-08-13
2024-03-31	$304,790,701	1,521,671	-5.8%	Shares	Defined	2024-05-02
2023-12-31	$274,693,639	1,614,895	-8.3%	Shares	Defined	2024-02-08
2023-09-30	$255,285,811	1,760,349	-1.2%	Shares	Defined	2023-11-09
2023-06-30	$259,250,726	1,782,527	-0.4%	Shares	Defined	2023-08-08
2023-03-31	$233,215,807	1,789,700	+0.2%	Shares	Defined	2023-05-12
2022-12-31	$239,602,370	1,786,744	+0.3%	Shares	Defined	2023-02-13
2022-09-30	$186,172,184	1,781,552	+1.5%	Shares	Defined	2022-11-14
2022-06-30	$197,698,453	1,755,603	+8.9%	Shares	Defined	2022-08-12
2022-03-31	$219,824,451	1,612,562	+5.6%	Shares	Defined	2022-05-05
2021-12-31	$241,739,326	1,526,614	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$250,292,158	1,529,062	-5.1%	Shares	Defined	2021-11-12
2021-06-30	$250,682,884	1,611,694	+1.5%	Shares	Defined	2021-08-16
2021-03-31	$241,623,413	1,587,226	+6.8%	Shares	Defined	2021-05-12
2020-12-31	$188,837,710	1,486,092	+1.7%	Shares	Defined	2021-02-05
2020-09-30	$140,685,512	1,461,364	+1.2%	Shares	Defined	2020-11-10
2020-06-30	$135,885,283	1,444,666	+1.7%	Shares	Defined	2020-08-13
2020-03-31	$127,866,457	1,420,265	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.