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JPMorgan Chase & Co. shares owned by Herr Investment Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Herr Investment Group from 13F filings

Historical chart of Herr Investment Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Herr Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Herr Investment Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.9M 41k 145.02

More positions owned by Herr Investment Group

Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Spdr Ser Tr S&p Retail Etf Put Option (XRT)
Select Sector Spdr Tr Sbi Cons Discr Put Option (XLY)
Ishares Silver Tr Ishares (SLV)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Cameco Corporation (CCJ)
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)
Adecoagro S A (AGRO)
Lincoln Educational Services Corporation (LINC)
Tidewater (TDW)
Ishares Msci Jpn Etf New Call Option (EWJ)
Brf Sa Sponsored Adr (BRFS)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Herr Investment Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.