Zega Investments, LLC Jpmorgan Tr. Diversified Retur Transaction History

Zega Investments, LLC

$398 Billion
Q4 2024

A detailed history of Zega Investments, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Zega Investments, LLC holds 4,270 shares of JPME stock, worth $449,075. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,270

Holding current value

$449,075

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$102.08 - $110.92 $435,881 - $473,628	4,270 New	4,270 $456 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

3.07M

Call Options Held

Put Options Held

Cerity Partners LLC New York, NY

688K
Shares

$72.4 Million
0.15% of portfolio
High Tower Advisors, LLC Chicago, IL

293K
Shares

$30.8 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$30.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

230K
Shares

$24.2 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

226K
Shares

$23.8 Million
0.77% of portfolio

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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Zega Investments, LLC Jpmorgan Tr. Diversified Retur Transaction History