Berger Financial Group, Inc JCPB — J P MORGAN EXCHANGE TRADED F

Ownership history in Berger Financial Group, Inc  ·  8 quarters on record

AI Ownership Summary

Berger Financial Group, Inc reported J P MORGAN EXCHANGE TRADED F (JCPB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.64% in 2025 Q1. The latest visible filing shows JCPB at 2.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berger Financial Group, Inc's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCPB was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JCPB stock page Berger Financial Group, Inc fund profile Berger Financial Group, Inc full holdings
How Berger Financial Group, Inc held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 883,223 +37,778 +4.5% 2.42% $41.8M 2026-02-14 (Est.) $47.52
2025 Q3 ADDED — — — 845,445 +5,831 +0.7% 2.40% $40.2M 2025-10-14 $46.59
2025 Q2 ADDED — — — 839,614 +29,941 +3.7% 2.55% $39.5M 2025-07-22 $45.11
2025 Q1 ADDED — — — 809,673 +530,365 +189.9% 2.64% $38.1M 2025-05-12 $44.15
2024 Q4 ADDED — — — 279,308 +156 +0.1% 0.89% $12.9M 2025-02-14 $43.92
2024 Q3 ADDED — — — 279,152 +2,084 +0.8% 0.97% $13.5M 2024-11-12 $43.36
2024 Q2 REDUCED 29.0% +5.5% ❌ 277,068 -113,265 -29.0% 1.02% $12.8M 2024-08-14 $43.95
2024 Q1 INITIATED — — — 390,333 — — 1.50% $18.2M 2024-04-16 $40.96

🏢 Other funds also holding JCPB

As of 2026 Q1 — sorted by position size

Alpine Bank Wealth Management 13.17% Wiser Wealth Management, Inc 3Y 13.05% First Pacific Financial 3Y 12.16% Legacy Wealth Management, LLC 3Y 7Y 10.62% FMA Wealth Management, LLC 9.76% RIVERCHASE WEALTH MANAGEMENT, LLC 9.6% SIERRA OCEAN, LLC 9.59% Financially in Tune, LLC 9.42% Moss Adams Wealth Advisors LLC 9.04% SENTINEL PENSION ADVISORS, LLC 3Y 8.79%

FAQ About Berger Financial Group, Inc and JCPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Berger Financial Group, Inc reported owning JCPB?

Berger Financial Group, Inc reported JCPB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JCPB position in Berger Financial Group, Inc's portfolio?

The largest reported portfolio weight for JCPB was 2.64% in 2025 Q1.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2025 Q4, when Berger Financial Group, Inc reported 883,223 shares, equal to 2.42% of portfolio, with an estimated market value of $41.8M.

What does the chart on this JCPB ownership page compare?

The chart compares Berger Financial Group, Inc's quarterly JCPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Berger Financial Group, Inc time their JCPB position?

Based on 13F filing dates vs. subsequent JCPB price moves, Berger Financial Group, Inc correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on JCPB relative to SPY over the holding period was -10.7%.

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