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Chung Wu Investment Group, LLC: JEPQ position timeline

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

Chung Wu Investment Group, LLC held 15,415 JEPQ 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 15,415 shares
    Change vs previous 13F +500 shares

    0.62% of the 13F portfolio, value $947,406.

    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 14,915 shares
    Change vs previous 13F +900 shares

    0.71% of the 13F portfolio, value $828,081.

    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 14,015 shares
    Change vs previous 13F -200 shares

    0.67% of the 13F portfolio, value $814,552.

    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 14,215 shares
    Change vs previous 13F -24,771 shares

    0.68% of the 13F portfolio, value $817,647.

    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 38,986 shares
    Change vs previous 13F -2,160 shares

    2.21% of the 13F portfolio, value $2,120,838.

    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 41,146 shares
    Change vs previous 13F +280 shares

    2.55% of the 13F portfolio, value $2,130,540.

    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 40,866 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,304,025.

    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).