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JPMorgan Chase & Co. shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 1.4k 315.43
2025-06-30 $396k 1.4k 289.91
2025-03-31 $339k 1.4k 245.30
2024-12-31 $302k 1.3k 239.71

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Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
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Investment Managers Ser Tr I Astoria Real (PPI)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.