A detailed history of Zega Investments, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zega Investments, LLC holds 46,458 shares of JEPI stock, worth $2.64 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
46,458
Previous 95,410 51.31%
Holding current value
$2.64 Million
Previous $5.42 Billion 51.09%
% of portfolio
0.36%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$55.61 - $57.37 $2.72 Million - $2.81 Million
-48,952 Reduced 51.31%
46,458 $2.65 Billion
Q2 2025

Aug 06, 2025

SELL
$51.14 - $57.0 $233,402 - $260,148
-4,564 Reduced 4.57%
95,410 $5.42 Billion
Q1 2025

May 14, 2025

BUY
$56.17 - $59.71 $3.68 Million - $3.91 Million
65,486 Added 189.88%
99,974 $5.71 Billion
Q4 2024

Feb 11, 2025

BUY
$57.53 - $60.83 $1.98 Million - $2.1 Million
34,488 New
34,488 $2.04 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Zega Investments, LLC Portfolio

Follow Zega Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zega Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zega Investments, LLC with notifications on news.