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Oregon Pacific Wealth Management’s JPMorgan Chase JPM Stock Holding History

Oregon Pacific Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$396K Sell
1,366
-14
-1% -$4.06K 0.37% 73
2025
Q1 		$339K Buy
1,380
+121
+10% +$29.7K 0.34% 82
2024
Q4 		$302K Buy
+1,259
New +$302K 0.3% 92