Oregon Pacific Wealth Management, LLC J P Morgan Exchange Traded Fd 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 Exchange Traded Fd stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 6,549 shares of JEPI stock, worth $371,590. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,549
Previous 7,038 6.95%
Holding current value
$371,590
Previous $402 Million 6.72%
% of portfolio
0.39%
Previous 0.35%

Shares

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

Jan 16, 2026
SELL
$56.0 - $57.6 $27,384 - $28,166
-489 Reduced 6.95%
6,549 $375 Million
Q3 2025

Oct 22, 2025
BUY
$55.61 - $57.37 $9,175 - $9,466
165 Added 2.4%
7,038 $402 Million
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
1,434
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
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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