Berger Financial Group, Inc JBND Holdings History
Berger Financial Group, Inc's JP MORGAN ETF TRUS Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 1.25 Mil shares of JP MORGAN ETF TRUS(JBND), totaling $66.95 Mil. This investment constitutes 4.65% of their stock portfolio, and Berger Financial Group, Inc now holds 3.52% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q1. And since then Berger Financial Group, Inc has made 4 purchases of JBND, at an average price of $52.44, for a total of 1.25 Mil shares. Based on historical transaction data and JBND's current price of $53.02, Berger Financial Group, Inc's estimated gain on his JBND holdings is $727,945.10, reflecting a 1.11% gain to date.
Berger Financial Group, Inc JBND ($53.02) Holding Chart
Berger Financial Group, Inc JBND ($53.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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