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

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024

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 960 shares of JEPI stock, worth $55,872. This represents 0.01% of its overall portfolio holdings.

Number of Shares
960
Previous 4,660 79.4%
Holding current value
$55,872
Previous $264,000 78.41%
% of portfolio
0.01%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 01, 2024
BUY
$55.45 - $57.39 $554 - $573
10 Added 0.22%
4,660 $264,000
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

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

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

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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