Oregon Pacific Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 6,873 shares of JEPI stock, worth $389,217. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,873
Previous 7,100 3.2%
Holding current value
$389,217
Previous $406 Million 3.69%
% of portfolio
0.37%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$51.14 - $57.0 $11,608 - $12,939
-227 Reduced 3.2%
6,873 $391 Million
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $18,255 - $19,405
325 Added 4.8%
7,100 $406 Million
Q4 2024

Jan 24, 2025
BUY
$57.53 - $60.83 $389,765 - $412,123
6,775 New
6,775 $390 Million

Others Institutions Holding JEPI

# of Institutions
1,398
Shares Held
346M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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