Berger Financial Group, Inc Jpmorgan Chase & CO Transaction History

Berger Financial Group, Inc

$1.18 Billion
Q3 2024

A detailed history of Berger Financial Group, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Berger Financial Group, Inc holds 12,184 shares of JPM stock, worth $3.04 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,184

Previous 6,483 87.94%

Holding current value

$3.04 Million

Previous $1.31 Million 95.88%

% of portfolio

0.22%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $1.11 Million - $1.28 Million	5,701 Added 87.94%	12,184 $2.57 Million
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $1,440 - $1,638	-8 Reduced 0.12%	6,483 $1.31 Million
Q1 2024 Apr 16, 2024	BUY	$167.09 - $200.3 $95,074 - $113,970	569 Added 9.61%	6,491 $1.3 Million
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $34,736 - $43,596	-256 Reduced 4.14%	5,922 $1.01 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $5,871 - $6,478	41 Added 0.67%	6,178 $895,000
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $1,529 - $1,745	12 Added 0.2%	6,137 $892,000
Q1 2023 Apr 24, 2023	SELL	$124.91 - $143.8 $27,979 - $32,211	-224 Reduced 3.53%	6,125 $798,000
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $7,952 - $10,751	-78 Reduced 1.21%	6,349 $851,000
Q3 2022 Oct 27, 2022	BUY	$20.73 - $120.58 $5,928 - $34,485	286 Added 4.66%	6,427 $672,000
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $35,697 - $43,083	-317 Reduced 4.91%	6,141 $692,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $26,558 - $34,867	207 Added 3.31%	6,458 $880,000
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $359,911 - $401,621	2,338 Added 59.75%	6,251 $990,000
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $28,806 - $32,728	196 Added 5.27%	3,913 $641,000
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $5,010 - $5,658	-34 Reduced 0.91%	3,717 $578,000
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $95,494 - $119,814	-760 Reduced 16.85%	3,751 $571,000
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $435,491 - $573,212	4,511 New	4,511 $573,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Berger Financial Group, Inc Jpmorgan Chase & CO Transaction History