Number of Shares
66,254.00
Current Holdings Value*
$16.25 Mil
% of Portfolio
5.01%
Total Estimate Gain
$20.70 Mil
% of Total Estimate Gain
222.94%

Haverford Financial Services, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Haverford Financial Services, Inc. held 66,254.00 shares of JPMorgan Chase & Co(JPM), totaling $16.25 Mil. This investment constitutes 5.01% of their stock portfolio, and Haverford Financial Services, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Haverford Financial Services, Inc. has made 10 purchases of JPM, at an average price of $59.62, for a total of 155,768.00 shares. In addition, there have been 27 sales at an average price of $118.25 for 89,514.00 shares. Based on historical transaction data and JPM's current price of $292.90, Haverford Financial Services, Inc.'s estimated gain on his JPM holdings is $20.70 Mil, reflecting a 222.94% gain to date.

Haverford Financial Services, Inc. JPM ($292.90) Holding Chart

Haverford Financial Services, Inc. JPM ($292.90) 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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