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

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 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 4,355 shares of JEPQ stock, worth $251,806. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,355
Previous 4,264 2.13%
Holding current value
$251,806
Previous $232 Million 7.99%
% of portfolio
0.22%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
908
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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