Oregon Pacific Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 3,969 shares of JEPQ stock, worth $229,487. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,969
Previous 4,355 8.86%
Holding current value
$229,487
Previous $251 Million 7.91%
% of portfolio
0.24%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$56.33 - $59.22 $21,743 - $22,858
-386 Reduced 8.86%
3,969 $231 Million
Q3 2025

Oct 22, 2025
BUY
$53.81 - $57.52 $4,896 - $5,234
91 Added 2.13%
4,355 $251 Million
Q2 2025

Jul 15, 2025
SELL
$45.88 - $54.4 $5,826 - $6,908
-127 Reduced 2.89%
4,264 $232 Million
Q1 2025

Apr 28, 2025
BUY
$51.45 - $58.51 $9,724 - $11,058
189 Added 4.5%
4,391 $227 Million
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $226,655 - $244,346
4,202 New
4,202 $237 Million

Others Institutions Holding JEPQ

# of Institutions
918
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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