Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,052,993
+$512,046 QoQ
Shares Held
15,437
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.63%
of 13F equity value
Holder Rank
#2,083
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $6,065,824 across 3 Banks - Diversified names. JPM ranks #1 (83.3% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,052,993 | 15,437 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,540,947 | 15,437 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,257,663 | 16,317 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,831,441 | 15,317 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,440,551 | 15,317 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,757,260 | 15,317 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,707,594 | 15,467 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||