A detailed history of Oregon Pacific Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 1,359 shares of JPM stock, worth $408,202. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,359
Previous 1,366 0.51%
Holding current value
$408,202
Previous $396 Million 8.25%
% of portfolio
0.37%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$282.78 - $316.06 $1,979 - $2,212
-7 Reduced 0.51%
1,359 $429 Million
Q2 2025

Jul 15, 2025

SELL
$210.28 - $289.91 $2,943 - $4,058
-14 Reduced 1.01%
1,366 $396 Million
Q1 2025

Apr 28, 2025

BUY
$225.19 - $279.95 $27,247 - $33,873
121 Added 9.61%
1,380 $339 Million
Q4 2024

Jan 24, 2025

BUY
$205.18 - $250.29 $258,321 - $315,115
1,259 New
1,259 $302 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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