ZEGA Investments’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
7,696
+907
+13% +$263K 0.3% 33
2025
Q1
$1.67M Buy
6,789
+2,083
+44% +$511K 0.25% 40
2024
Q4
$1.25M Buy
+4,706
New +$1.25M 0.31% 42