Von Berge Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-1,730	Closed	-$504K	–	21
2025 Q2	$504K	Buy	1,730 +9	+0.5%	+$2.3K	0.28%	40
2025 Q1	$421K	Buy	1,721 +6	+0.3%	+$1.53K	0.27%	40
2024 Q4	$460K	Sell	1,715 -12	-0.7%	-$2.79K	0.28%	40
2024 Q3	$427K	Sell	1,727 -26	-1%	-$5.48K	0.26%	40
2024 Q2	$360K	Hold	1,753	–	–	0.23%	42
2024 Q1	$351K	Hold	1,753	–	–	0.23%	41
2023 Q4	$296K	Sell	1,753 -2,167	-55%	-$328K	0.23%	48
2023 Q3	$568K	Buy	3,920 +2,400	+158%	+$360K	0.49%	32
2023 Q2	$221K	Buy	+1,520	New	+$209K	0.18%	58
2022 Q4	–	Sell	-2,020	Closed	-$212K	–	63
2022 Q3	$212K	Hold	2,020	–	–	0.23%	51
2022 Q2	$226K	Sell	2,020 -500	-20%	-$61.9K	0.23%	49
2022 Q1	$318K	Buy	2,520 +1,000	+66%	+$148K	0.29%	43
2021 Q4	$226K	Buy	+1,520	New	+$250K	0.21%	57

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Von Berge Wealth Management Group's JPM Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 1,730 shares — an estimated $504K sold.

Von Berge Wealth Management Group first reported a position in JPM in Q4 2021 and held it in 13 quarters. The position peaked at $568K in Q3 2023. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Von Berge Wealth Management Group reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,730 JPMorgan Chase shares in Q3 2025, an estimated $504K.
Von Berge Wealth Management Group first reported a position in JPMorgan Chase in Q4 2021 and held it in 13 quarters.
Von Berge Wealth Management Group's JPMorgan Chase position peaked at $568K in Q3 2023.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.