JPMorgan Chase & Co. shares owned by Berger Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 12k | 315.42 |
| 2025-06-30 | $3.6M | 12k | 289.90 |
| 2025-03-31 | $3.1M | 13k | 245.30 |
| 2024-12-31 | $2.9M | 12k | 239.71 |
| 2024-09-30 | $2.6M | 12k | 210.87 |
| 2024-03-31 | $1.3M | 6.5k | 200.31 |
| 2023-12-31 | $1.0M | 5.9k | 170.11 |
| 2023-09-30 | $896k | 6.2k | 145.01 |
| 2023-06-30 | $893k | 6.1k | 145.44 |
| 2023-03-31 | $798k | 6.1k | 130.30 |
| 2022-12-31 | $851k | 6.3k | 134.11 |
| 2022-09-30 | $672k | 6.4k | 104.56 |
| 2022-06-30 | $692k | 6.1k | 112.69 |
| 2022-03-31 | $880k | 6.5k | 136.27 |
| 2021-12-31 | $990k | 6.3k | 158.37 |
| 2021-09-30 | $641k | 3.9k | 163.81 |
| 2021-06-30 | $578k | 3.7k | 155.50 |
| 2021-03-31 | $571k | 3.8k | 152.23 |
| 2020-12-31 | $573k | 4.5k | 127.02 |