Number of Shares
41,146.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
2.55%
Total Estimate Gain
$-60,764.48
% of Total Estimate Gain
-2.63%

Chung Wu Investment Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, Chung Wu Investment Group, LLC held 41,146.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.13 Mil. This investment constitutes 2.55% of their stock portfolio, and Chung Wu Investment Group, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q4. And since then Chung Wu Investment Group, LLC has made 1 purchases of JEPQ, at an average price of $56.17, for a total of 41,146.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Chung Wu Investment Group, LLC's estimated gain on his JEPQ holdings is $-60,764.48, reflecting a -2.63% gain to date.

Chung Wu Investment Group, LLC JEPQ ($54.69) Holding Chart

Chung Wu Investment Group, LLC JEPQ ($54.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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