HAVERFORD TRUST CO JPM Holdings History

Number of Shares
1.46 Mil
Current Holdings Value*
$356.93 Mil
% of Portfolio
3.59%
Total Estimate Gain
$372.44 Mil
% of Total Estimate Gain
219.89%

HAVERFORD TRUST CO's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, HAVERFORD TRUST CO held 1.46 Mil shares of JPMorgan Chase & Co(JPM), totaling $356.93 Mil. This investment constitutes 3.59% of their stock portfolio, and HAVERFORD TRUST CO now holds 0.05% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then HAVERFORD TRUST CO has made 23 purchases of JPM, at an average price of $71.26, for a total of 2.38 Mil shares. In addition, there have been 14 sales at an average price of $119.42 for 921,814.00 shares. Based on historical transaction data and JPM's current price of $296.71, HAVERFORD TRUST CO's estimated gain on his JPM holdings is $372.44 Mil, reflecting a 219.89% gain to date.

HAVERFORD TRUST CO JPM ($296.71) Holding Chart

HAVERFORD TRUST CO JPM ($296.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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