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

Chung Wu Investment Group, LLC

  • $83.7 Billion
  • Q1 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 21,532 shares of JEPI stock, worth $1.21 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
21,532
Previous 22,032 2.27%
Holding current value
$1.21 Million
Previous $1.27 Billion 2.93%
% of portfolio
1.47%
Previous 1.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,369
Shares Held
334M
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
Track This Portfolio

Track Chung Wu Investment Group, LLC Portfolio

Follow Chung Wu Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chung Wu Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chung Wu Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email