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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 		– Hold
0
– – – 464

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. 5,053 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.
  • 5,053 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.