J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,791 Value ($000) $1,591 Avg Close — Range —
Q3 2025
Shares 27,151 Value ($000) $1,550 Avg Close — Range —
Q2 2025
Shares 13,744 Value ($000) $781 Avg Close — Range —
Q1 2025
Shares 8,370 Value ($000) $478 Avg Close — Range —
Q4 2024
Shares 8,014 Value ($000) $461 Avg Close — Range —
Q3 2024
Shares 7,597 Value ($000) $452 Avg Close — Range —
Q2 2024
Shares 7,763 Value ($000) $440 Avg Close — Range —
Q1 2024
Shares 7,158 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 7,156 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 4,388 Value ($000) $235 Avg Close — Range —