Carl P. Sherr & Co., LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1818535 WORCESTER, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,042,198

+$400,498 QoQ

Shares Held

12,349

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

#2,286

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Carl P. Sherr & Co., LLC holds $5,373,614 across 3 Banks - Diversified names. JPM ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,349	$4,042,198
2	BAC	Bank Of America Corp /De/	17,739	$1,010,768
3	C	Citigroup Inc	2,291	$320,648

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,042,198	12,349	-0.3%	Shares	Sole	2026-08-03
2026-03-31	$3,641,700	12,380	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$4,040,316	12,539	-0.5%	Shares	Sole	2026-02-09
2025-09-30	$3,975,048	12,602	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$3,649,387	12,588	-2.7%	Shares	Sole	2025-08-08
2025-03-31	$3,171,974	12,931	-5.0%	Shares	Sole	2025-05-08
2024-12-31	$3,262,213	13,609	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$2,878,028	13,649	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,760,039	13,646	-3.1%	Shares	Sole	2024-07-23
2024-03-31	$2,820,424	14,081	-1.7%	Shares	Sole	2024-05-02
2023-12-31	$2,437,192	14,328	-0.3%	Shares	Sole	2024-01-30
2023-09-30	$2,083,792	14,369	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$2,087,209	14,351	-0.1%	Shares	Sole	2023-07-17
2023-03-31	$1,872,163	14,367	+11.1%	Shares	Sole	2023-05-02
2022-12-31	$1,734,583	12,935	+2.4%	Shares	Sole	2023-02-03
2022-09-30	$1,319,626	12,628	+12.4%	Shares	Sole	2022-11-10
2022-06-30	$1,265,173	11,235	+3.3%	Shares	Sole	2022-08-03
2022-03-31	$1,481,934	10,871	-2.1%	Shares	Sole	2022-05-03
2021-12-31	$1,758,951	11,108	+128.2%	Shares	Sole	2022-02-11
2021-09-30	$796,842	4,868	-0.1%	Shares	Sole	2021-11-03
2021-06-30	$757,635	4,871	+1.0%	Shares	Sole	2021-07-21
2021-03-31	$733,900	4,821	-0.2%	Shares	Sole	2021-04-13
2020-12-31	$613,748	4,830	-7.5%	Shares	Sole	2021-02-08
2020-09-30	$502,914	5,224	-3.9%	Shares	Sole	2020-10-19
2020-06-30	$511,404	5,437	+11.4%	Shares	Sole	2020-07-29
2020-03-31	$439,256	4,879	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.