Berger Financial Group, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Berger Financial Group, Inc holds 5,305 shares of JEPQ stock, worth $303,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,305

Previous 3,908 35.75%

Holding current value

$303,021

Previous $212,000 43.87%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$53.81 - $57.52 $75,172 - $80,355	1,397 Added 35.75%	5,305 $305,000
Q2 2025 Jul 22, 2025	SELL	$45.88 - $54.4 $24,545 - $29,104	-535 Reduced 12.04%	3,908 $212,000
Q1 2025 May 12, 2025	BUY	$51.45 - $58.51 $5,299 - $6,026	103 Added 2.37%	4,443 $230,000
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $26,970 - $29,075	500 Added 13.02%	4,340 $244,000
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $2,435 - $2,749	49 Added 1.29%	3,840 $210,000
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $192,734 - $210,627	3,791 New	3,791 $210,000

Others Institutions Holding JEPQ

# of Institutions

884

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Berger Financial Group, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History