Berger Financial Group, Inc J P Morgan Exchange Traded Fd Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Berger Financial Group, Inc holds 845,445 shares of JCPB stock, worth $40.1 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

845,445

Previous 839,614 0.69%

Holding current value

$40.1 Million

Previous $39.5 Million 1.74%

% of portfolio

2.95%

Previous 3.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$46.37 - $47.77 $270,383 - $278,546	5,831 Added 0.69%	845,445 $40.2 Million
Q2 2025 Jul 22, 2025	BUY	$45.9 - $47.2 $1.37 Million - $1.41 Million	29,941 Added 3.7%	839,614 $39.5 Million
Q1 2025 May 12, 2025	BUY	$45.56 - $47.23 $24.2 Million - $25 Million	530,365 Added 189.89%	809,673 $38.1 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $7,186 - $7,514	156 Added 0.06%	279,308 $12.9 Million
Q3 2024 Nov 12, 2024	BUY	$45.87 - $48.53 $95,593 - $101,136	2,084 Added 0.75%	279,152 $13.5 Million
Q2 2024 Aug 14, 2024	SELL	$45.27 - $46.67 $5.13 Million - $5.29 Million	-113,265 Reduced 29.02%	277,068 $12.8 Million
Q1 2024 Apr 16, 2024	BUY	$46.0 - $47.18 $18 Million - $18.4 Million	390,333 New	390,333 $18.2 Million

Others Institutions Holding JCPB

# of Institutions

419

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Berger Financial Group, Inc J P Morgan Exchange Traded Fd Transaction History