Chung Wu Investment Group »

JPMorgan Chase & Co. shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 15k 315.43
2025-06-30 $4.4M 15k 289.91
2025-03-31 $3.8M 15k 245.30
2024-12-31 $3.7M 16k 239.71

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Antero Midstream Corp antero midstream (AM)
UnitedHealth (UNH)
Exxon Mobil Corporation (XOM)
Goldman Sachs (GS)
Micron Technology (MU)

View all positions for Chung Wu Investment Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.