Zega Investments, LLC J P Morgan Diversified Return Transaction History

Zega Investments, LLC

$747 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$42.78 - $48.51 $186,093 - $211,018	-4,350 Reduced 27.54%	11,447 $499 Million
Q4 2024 Feb 11, 2025	BUY	$46.77 - $51.7 $738,825 - $816,704	15,797 New	15,797 $757 Million

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.05M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.24M
Shares

$60.8 Million
4.84% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$42.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$38.3 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

768K
Shares

$37.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$28.3 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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