J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

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

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

Q4 2025
Shares 883,223 Value ($000) $41,821 Avg Close — Range —
Q3 2025
Shares 845,445 Value ($000) $40,201 Avg Close — Range —
Q2 2025
Shares 839,614 Value ($000) $39,512 Avg Close — Range —
Q1 2025
Shares 809,673 Value ($000) $38,087 Avg Close — Range —
Q4 2024
Shares 279,308 Value ($000) $12,868 Avg Close — Range —
Q3 2024
Shares 279,152 Value ($000) $13,466 Avg Close — Range —
Q2 2024
Shares 277,068 Value ($000) $12,837 Avg Close — Range —
Q1 2024
Shares 390,333 Value ($000) $18,207 Avg Close — Range —