Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,184,259
+$435,484 QoQ
Shares Held
12,783
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,262
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$117,664
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. JPM ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
|
3,341 | $405,697 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,184,259 | 12,783 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $117,664 | 400 | Put | Sole | 2026-04-28 | |
| 2026-03-31 | $3,748,775 | 12,744 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,043,216 | 12,548 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,902,815 | 12,373 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,576,909 | 12,338 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,060,608 | 12,477 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,947,953 | 12,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,569,118 | 12,184 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,311,251 | 6,483 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,300,147 | 6,491 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,007,332 | 5,922 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $895,933 | 6,178 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $892,565 | 6,137 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $798,148 | 6,125 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $851,400 | 6,349 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $671,621 | 6,427 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $691,538 | 6,141 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $880,354 | 6,458 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $989,845 | 6,251 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $640,518 | 3,913 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $578,142 | 3,717 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $571,014 | 3,751 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $573,212 | 4,511 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||