J P MORGAN EXCHANGE TRADED F

Ticker: JBND CUSIP: 46654Q716 Class: ACTIVE BOND ETF

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

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

Q4 2025
Shares 1,331,163 Value ($000) $71,976 Avg Close — Range —
Q3 2025
Shares 1,285,301 Value ($000) $69,612 Avg Close — Range —
Q2 2025
Shares 1,266,953 Value ($000) $67,896 Avg Close — Range —
Q1 2025
Shares 1,250,930 Value ($000) $66,950 Avg Close — Range —
Q4 2024
Shares 1,137,984 Value ($000) $59,460 Avg Close — Range —
Q3 2024
Shares 1,120,367 Value ($000) $61,228 Avg Close — Range —
Q2 2024
Shares 1,120,357 Value ($000) $58,539 Avg Close — Range —
Q1 2024
Shares 1,106,340 Value ($000) $58,116 Avg Close — Range —