Tortoise Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 10 shares of JEPI stock, worth $566. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 60 83.33%
Holding current value
$566
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$51.14 - $57.0 $2,557 - $2,850
-50 Reduced 83.33%
10 $0
Q4 2024

Aug 07, 2025
SELL
$57.53 - $60.83 $51,777 - $54,747
-900 Reduced 93.75%
60 $3,000
Q4 2024

Feb 07, 2025
SELL
$57.53 - $60.83 $51,777 - $54,747
-900 Reduced 93.75%
60 $3,000
Q3 2024

Aug 07, 2025
SELL
$54.98 - $59.51 $203,426 - $220,187
-3,700 Reduced 79.4%
960 $57,000
Q3 2024

Nov 13, 2024
SELL
$54.98 - $59.51 $203,426 - $220,187
-3,700 Reduced 79.4%
960 $57,000
Q2 2024

Aug 07, 2025
BUY
$55.45 - $57.39 $554 - $573
10 Added 0.22%
4,660 $264,000
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $554 - $573
10 Added 0.22%
4,660 $264,000
Q1 2024

Aug 07, 2025
BUY
$54.75 - $57.86 $251,850 - $266,156
4,600 Added 9200.0%
4,650 $269,000
Q1 2024

May 09, 2024
BUY
$54.75 - $57.86 $251,850 - $266,156
4,600 Added 9200.0%
4,650 $269,000
Q4 2023

Aug 07, 2025
SELL
$51.51 - $55.33 $515 - $553
-10 Reduced 16.67%
50 $2,000
Q4 2023

Feb 29, 2024
SELL
$51.51 - $55.33 $236,946 - $254,518
-4,600 Reduced 98.92%
50 $2,000
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $236,946 - $254,518
4,600 Added 9200.0%
4,650 $255,000
Q3 2023

Aug 07, 2025
SELL
$53.5 - $55.92 $535 - $559
-10 Reduced 16.67%
50 $2,000
Q3 2023

Nov 09, 2023
BUY
$53.5 - $55.92 $2,675 - $2,796
50 New
50 $2,000

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, 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 Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email