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Chung Wu Investment Group, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chung Wu Investment Group, LLC on JEPI, newest first. How the timeline and the estimate are built.

Chung Wu Investment Group, LLC held 1,850 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,850 shares
    Change vs previous 13F -1,500 shares

    0.07% of the 13F portfolio, value $104,488.

    13F-HR 0002054278-26-000003 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,350 shares
    Change vs previous 13F +2,950 shares

    0.16% of the 13F portfolio, value $189,878.

    13F-HR 0002054278-26-000002 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 400 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $22,896.

    13F-HR 0002054278-26-000001 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 400 shares
    Change vs previous 13F -35,522 shares

    0.02% of the 13F portfolio, value $22,840.

    13F-HR 0002054278-25-000005 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,922 shares
    Change vs previous 13F +14,390 shares

    2.13% of the 13F portfolio, value $2,042,166.

    13F-HR 0002054278-25-000003 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,532 shares
    Change vs previous 13F -500 shares

    1.47% of the 13F portfolio, value $1,230,338.

    13F-HR 0001085146-25-002297 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,032 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,267,501.

    13F-HR 0001085146-25-000872 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).