Berger Financial Group, Inc Jp Morgan Diversified Return Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Berger Financial Group, Inc holds 69,188 shares of JPEM stock, worth $4.08 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

69,188

Previous 64,860 6.67%

Holding current value

$4.08 Million

Previous $3.66 Million 11.59%

% of portfolio

0.3%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$56.25 - $59.87 $243,450 - $259,117	4,328 Added 6.67%	69,188 $4.08 Million
Q2 2025 Jul 22, 2025	BUY	$48.41 - $56.7 $60,222 - $70,534	1,244 Added 1.96%	64,860 $3.66 Million
Q1 2025 May 12, 2025	BUY	$50.81 - $54.04 $191,248 - $203,406	3,764 Added 6.29%	63,616 $3.35 Million
Q4 2024 Feb 14, 2025	SELL	$51.88 - $57.84 $24,902 - $27,763	-480 Reduced 0.8%	59,852 $3.11 Million
Q3 2024 Nov 12, 2024	BUY	$52.23 - $56.96 $41,575 - $45,340	796 Added 1.34%	60,332 $3.42 Million
Q2 2024 Aug 14, 2024	SELL	$53.03 - $56.92 $61,143 - $65,628	-1,153 Reduced 1.9%	59,536 $3.22 Million
Q1 2024 Apr 16, 2024	BUY	$51.04 - $54.18 $134,847 - $143,143	2,642 Added 4.55%	60,689 $3.24 Million
Q4 2023 Feb 07, 2024	SELL	$47.68 - $52.39 $29,132 - $32,010	-611 Reduced 1.04%	58,047 $3.04 Million
Q3 2023 Nov 03, 2023	SELL	$50.11 - $53.14 $76,267 - $80,879	-1,522 Reduced 2.53%	58,658 $2.95 Million
Q2 2023 Aug 10, 2023	SELL	$49.67 - $52.49 $1,837 - $1,942	-37 Reduced 0.06%	60,180 $3.04 Million
Q1 2023 Apr 24, 2023	BUY	$49.13 - $52.77 $13,265 - $14,247	270 Added 0.45%	60,217 $3.04 Million
Q4 2022 Jan 30, 2023	SELL	$44.98 - $50.79 $79,749 - $90,050	-1,773 Reduced 2.87%	59,947 $2.95 Million
Q3 2022 Oct 27, 2022	SELL	$44.6 - $51.11 $26,135 - $29,950	-586 Reduced 0.94%	61,720 $2.75 Million
Q2 2022 Aug 08, 2022	SELL	$49.0 - $57.04 $41,895 - $48,769	-855 Reduced 1.35%	62,306 $3.08 Million
Q1 2022 May 10, 2022	BUY	$52.06 - $59.22 $91,833 - $104,464	1,764 Added 2.87%	63,161 $3.52 Million
Q4 2021 Jan 26, 2022	BUY	$55.08 - $58.89 $138,360 - $147,931	2,512 Added 4.27%	61,397 $3.49 Million
Q3 2021 Oct 28, 2021	BUY	$57.08 - $60.7 $56,337 - $59,910	987 Added 1.7%	58,885 $3.39 Million
Q2 2021 Jul 29, 2021	BUY	$56.46 - $61.33 $50,926 - $55,319	902 Added 1.58%	57,898 $3.43 Million
Q1 2021 May 12, 2021	BUY	$54.39 - $58.37 $134,669 - $144,524	2,476 Added 4.54%	56,996 $3.22 Million
Q4 2020 Feb 02, 2021	BUY	$46.21 - $55.01 $2.52 Million - $3 Million	54,520 New	54,520 $2.99 Million

Others Institutions Holding JPEM

# of Institutions

132

Shares Held

5.15M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Jp Morgan Diversified Return Transaction History