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Disclosery

Berry Wealth Group, LP: JPM position timeline

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

Berry Wealth Group, LP held 6,766 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,766 shares
    Change vs previous 13F +20 shares

    7.12% of the 13F portfolio, value $2,214,677.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 6,746 shares
    Change vs previous 13F -378 shares

    7.42% of the 13F portfolio, value $1,984,441.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    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 7,124 shares
    Change vs previous 13F -382 shares

    8.06% of the 13F portfolio, value $2,295,533.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 7,506 shares
    Change vs previous 13F -20,704 shares

    7.73% of the 13F portfolio, value $2,367,486.

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    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 28,210 shares
    Change vs previous 13F +25 shares

    5.72% of the 13F portfolio, value $8,178,262.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 28,185 shares
    Change vs previous 13F -740 shares

    5.41% of the 13F portfolio, value $6,913,860.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 28,925 shares
    Change vs previous 13F -528 shares

    5% of the 13F portfolio, value $6,933,559.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 29,453 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $6,210,452.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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