Berger Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
12,338
-139
| -1% | -$40.3K | 0.23% | 102 |
|
|
2025
Q1 | $3.06M | Buy |
12,477
+179
| +1% | +$43.9K | 0.21% | 104 |
|
|
2024
Q4 | $2.95M | Buy |
12,298
+114
| +0.9% | +$27.3K | 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% | -$1.62K | 0.1% | 134 |
|
|
2024
Q1 | $1.3M | Buy |
6,491
+569
| +10% | +$114K | 0.11% | 133 |
|
|
2023
Q4 | $1.01M | Sell |
5,922
-256
| -4% | -$43.5K | 0.1% | 118 |
|
|
2023
Q3 | $896K | Buy |
6,178
+41
| +0.7% | +$5.95K | 0.1% | 123 |
|
|
2023
Q2 | $893K | Buy |
6,137
+12
| +0.2% | +$1.75K | 0.1% | 120 |
|
|
2023
Q1 | $798K | Sell |
6,125
-224
| -4% | -$29.2K | 0.1% | 124 |
|
|
2022
Q4 | $851K | Sell |
6,349
-78
| -1% | -$10.5K | 0.11% | 114 |
|
|
2022
Q3 | $672K | Buy |
6,427
+286
| +5% | +$29.9K | 0.1% | 120 |
|
|
2022
Q2 | $692K | Sell |
6,141
-317
| -5% | -$35.7K | 0.1% | 112 |
|
|
2022
Q1 | $880K | Buy |
6,458
+207
| +3% | +$28.2K | 0.11% | 108 |
|
|
2021
Q4 | $990K | Buy |
6,251
+2,338
| +60% | +$370K | 0.13% | 102 |
|
|
2021
Q3 | $641K | Buy |
3,913
+196
| +5% | +$32.1K | 0.12% | 97 |
|
|
2021
Q2 | $578K | Sell |
3,717
-34
| -0.9% | -$5.29K | 0.1% | 105 |
|
|
2021
Q1 | $571K | Sell |
3,751
-760
| -17% | -$116K | 0.12% | 99 |
|
|
2020
Q4 | $573K | Buy |
+4,511
| New | +$573K | 0.1% | 119 |
|