Chung Wu Investment Group, LLC JPM Holdings History
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 % |
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