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Chung Wu Investment Group, LLC → JPM-PM

Chung Wu Investment Group, LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$957K
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.8M
Q3 2025$23K
Q3 2025$818K
Q4 2025$5.3M
Q4 2025$23K
Q4 2025$815K
Q1 2026$4.5M
Q1 2026$190K
Q1 2026$828K
Q2 2026$5.1M
Q2 2026$104K
Q2 2026$947K
Q3 2026$5M
Q3 2026$87K
Q3 2026$957K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$957K15.6K——
Q3 2026$87K1.6K——
Q3 2026$5M15.2K——
Q2 2026$947K15.4K——
Q2 2026$104K1.9K——
Q2 2026$5.1M15.4K——
Q1 2026$828K14.9K——
Q1 2026$190K3.4K——
Q1 2026$4.5M15.4K——
Q4 2025$815K14.0K——
Q4 2025$23K400——
Q4 2025$5.3M16.3K——
Q3 2025$818K14.2K——
Q3 2025$23K400——
Q3 2025$4.8M15.3K——

Other funds holding JPM-PM

Other Chung Wu Investment Group, LLC positions

TMO

NEOS S&P 500 HIGH INCOME ETF

$12.2M
ETHA

ISHARES TR CORE S&P500 ETF

$12M
ETHA

ISHARES TR CORE S&P500 ETF

$11.9M
MU

MICRON TECHNOLOGY INCORPORATED

$11.8M
ETHA

ISHARES TR CORE S&P500 ETF

$11.1M
ETHA

ISHARES TR CORE S&P500 ETF

$10.9M
ETHA

ISHARES TR CORE S&P500 ETF

$10.4M
MSFT

MICROSOFT CORPORATION

$9.4M
Chung Wu Investment Group, LLC JPM-PM Holdings: 13F Position History | Track13F