VBWMG
JPM icon

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
2022
Q4 		– Hold
0
– -$4K – 64
2022
Q3 		– Hold
0
– – – 57

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
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.