Skip to content
Disclosery

Berger Financial Group, Inc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on JPM, newest first. How the timeline and the estimate are built.

Berger Financial Group, Inc held 12,783 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,783 shares
    Change vs previous 13F +39 shares

    0.21% of the 13F portfolio, value $4,184,385.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,744 shares
    Change vs previous 13F +196 shares

    0.21% of the 13F portfolio, value $3,748,662.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,548 shares
    Change vs previous 13F +175 shares

    0.23% of the 13F portfolio, value $4,043,176.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,373 shares
    Change vs previous 13F +35 shares

    0.23% of the 13F portfolio, value $3,902,666.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,338 shares
    Change vs previous 13F -139 shares

    0.23% of the 13F portfolio, value $3,576,791.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,477 shares
    Change vs previous 13F +179 shares

    0.21% of the 13F portfolio, value $3,060,582.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,298 shares
    Change vs previous 13F +114 shares

    0.2% of the 13F portfolio, value $2,947,992.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,184 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,569,198.

    13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).