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Disclosery

ZEGA Investments, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZEGA Investments, LLC on JPM, newest first. How the timeline and the estimate are built.

ZEGA Investments, LLC held 7,609 JPM 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 7,609 shares
    Change vs previous 13F -8,741 shares

    0.42% of the 13F portfolio, value $2,490,680.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 16,350 shares
    Change vs previous 13F +45 shares

    0.91% of the 13F portfolio, value $4,809,460.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 16,305 shares
    Change vs previous 13F +1,270 shares

    1.02% of the 13F portfolio, value $5,253,647.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, 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 15,035 shares
    Change vs previous 13F +7,339 shares

    1.09% of the 13F portfolio, value $4,742,573.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, 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 7,696 shares
    Change vs previous 13F +907 shares

    0.56% of the 13F portfolio, value $2,231,147.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, 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 6,789 shares
    Change vs previous 13F +2,083 shares

    0.49% of the 13F portfolio, value $1,665,342.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, 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 4,706 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,246,337.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).