Berger Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.9M | Buy |
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|
2025
Q2 | $3.58M | Sell |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $851K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $692K | Sell |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $641K | Buy |
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|
2021
Q2 | $578K | Sell |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $573K | Buy |
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