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Carl P. Sherr & Co., LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on JPM, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 12,349 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,349 shares
    Change vs previous 13F -31 shares

    1.69% of the 13F portfolio, value $4,042,182.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,380 shares
    Change vs previous 13F -159 shares

    1.71% of the 13F portfolio, value $3,641,618.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,539 shares
    Change vs previous 13F -63 shares

    1.71% of the 13F portfolio, value $3,835,461.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,602 shares
    Change vs previous 13F +14 shares

    1.88% of the 13F portfolio, value $3,974,957.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,588 shares
    Change vs previous 13F -343 shares

    1.84% of the 13F portfolio, value $3,649,329.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,931 shares
    Change vs previous 13F -678 shares

    1.73% of the 13F portfolio, value $3,171,952.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,609 shares
    Change vs previous 13F -40 shares

    1.71% of the 13F portfolio, value $3,262,303.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,649 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,878,106.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).