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Berger Financial Group’s JPMorgan Chase JPM Stock Holding History

Berger Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.75M Buy
12,744
+196
+2% +$59.5K 0.21% 99
2025
Q4 		$4.04M Buy
12,548
+175
+1% +$54.2K 0.23% 95
2025
Q3 		$3.9M Buy
12,373
+35
+0.3% +$10.4K 0.23% 98
2025
Q2 		$3.58M Sell
12,338
-139
-1% -$35.5K 0.23% 103
2025
Q1 		$3.06M Buy
12,477
+179
+1% +$45.6K 0.21% 104
2024
Q4 		$2.95M Buy
12,298
+114
+0.9% +$26.6K 0.2% 103
2024
Q3 		$2.57M Buy
12,184
+5,701
+88% +$1.2M 0.19% 107
2024
Q2 		$1.31M Sell
6,483
-8
-0.1% -$1.56K 0.1% 134
2024
Q1 		$1.3M Buy
6,491
+569
+10% +$103K 0.11% 133
2023
Q4 		$1.01M Sell
5,922
-256
-4% -$38.8K 0.1% 118
2023
Q3 		$896K Buy
6,178
+41
+0.7% +$6.15K 0.1% 123
2023
Q2 		$893K Buy
6,137
+12
+0.2% +$1.65K 0.1% 120
2023
Q1 		$798K Sell
6,125
-224
-4% -$30.7K 0.1% 124
2022
Q4 		$851K Sell
6,349
-78
-1% -$9.88K 0.11% 114
2022
Q3 		$672K Buy
6,427
+286
+5% +$32.8K 0.1% 120
2022
Q2 		$692K Sell
6,141
-317
-5% -$39.3K 0.1% 112
2022
Q1 		$880K Buy
6,458
+207
+3% +$30.6K 0.11% 108
2021
Q4 		$990K Buy
6,251
+2,338
+60% +$384K 0.13% 103
2021
Q3 		$641K Buy
3,913
+196
+5% +$30.7K 0.12% 97
2021
Q2 		$578K Sell
3,717
-34
-0.9% -$5.34K 0.1% 105
2021
Q1 		$571K Sell
3,751
-760
-17% -$109K 0.12% 99
2020
Q4 		$573K Buy
+4,511
New +$504K 0.1% 119

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berger Financial Group's JPM Position: Q1 2026 in Review

Berger Financial Group increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $59.5K and bringing the position to 12,744 shares worth $3.75M. The position accounts for 0.21% of the portfolio, ranked #99.

Berger Financial Group first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.04M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Berger Financial Group held 12,744 shares of JPMorgan Chase worth $3.75M as of Q1 2026.
  • Berger Financial Group bought 196 JPMorgan Chase shares in Q1 2026, an estimated $59.5K.
  • JPMorgan Chase made up 0.21% of Berger Financial Group's portfolio in Q1 2026, its #99 holding.
  • Berger Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's JPMorgan Chase position peaked at $4.04M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.