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 Q2	–	Hold	0	–	-$118K	–	500
2026 Q1	–	Hold	0	–	–	–	464

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berger Financial Group's JPM Position: Q2 2026 in Review

Berger Financial Group increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,783 shares worth $4.18M. The position accounts for 0.21% of the portfolio, ranked #93.

Berger Financial Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Berger Financial Group held 12,783 shares of JPMorgan Chase worth $4.18M as of Q2 2026.
Berger Financial Group bought 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
JPMorgan Chase made up 0.21% of Berger Financial Group's portfolio in Q2 2026, its #93 holding.
Berger Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.