Chung Wu Investment Group, LLC J P Morgan Exchange Traded Fd Transaction History

Chung Wu Investment Group, LLC

  • $95.9 Billion
  • Q2 2025

A detailed history of Chung Wu Investment Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Chung Wu Investment Group, LLC holds 35,922 shares of JEPI stock, worth $2.01 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
35,922
Previous 21,532 66.83%
Holding current value
$2.01 Million
Previous $1.23 Billion 65.98%
% of portfolio
2.13%
Previous 1.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$51.14 - $57.0 $735,904 - $820,230
14,390 Added 66.83%
35,922 $2.04 Billion
Q1 2025

Apr 23, 2025
SELL
$56.17 - $59.71 $28,085 - $29,855
-500 Reduced 2.27%
21,532 $1.23 Billion
Q4 2024

Feb 06, 2025
BUY
$57.53 - $60.83 $1.27 Million - $1.34 Million
22,032 New
22,032 $1.27 Billion

Others Institutions Holding JEPI

# of Institutions
1,386
Shares Held
734M
Call Options Held
511K
Put Options Held
363K
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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