Number of Shares
15,317.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
4.49%
Total Estimate Gain
$890,708.48
% of Total Estimate Gain
24.68%

Chung Wu Investment Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Chung Wu Investment Group, LLC held 15,317.00 shares of JPMorgan Chase & Co(JPM), totaling $3.76 Mil. This investment constitutes 4.49% of their stock portfolio, and Chung Wu Investment Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 150.00 shares. Based on historical transaction data and JPM's current price of $291.27, Chung Wu Investment Group, LLC's estimated gain on his JPM holdings is $890,708.48, reflecting a 24.68% gain to date.

Chung Wu Investment Group, LLC JPM ($291.27) Holding Chart

Chung Wu Investment Group, LLC JPM ($291.27) 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 %

Top Ranked Articles

  • 1