A detailed history of Tortoise Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 8,839 shares of JPM stock, worth $2.15 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,839
Previous 8,624 2.49%
Holding current value
$2.15 Million
Previous $1.74 Million 6.82%
% of portfolio
0.21%
Previous 0.21%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.9 - $224.8 $41,903 - $48,332
215 Added 2.49%
8,839 $1.86 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $26,111 - $29,694
145 Added 1.71%
8,624 $1.74 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $16,541 - $19,829
-99 Reduced 1.15%
8,479 $1.7 Million
Q4 2023

Feb 29, 2024

SELL
$135.69 - $170.3 $18,996 - $23,842
-140 Reduced 1.61%
8,578 $1.46 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $40,978 - $51,430
-302 Reduced 3.35%
8,718 $1.48 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $329,239 - $363,242
2,299 Added 34.21%
9,020 $1.31 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $195,284 - $222,814
1,532 Added 29.52%
6,721 $977,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.02%
5,189 $676,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 0.02%
5,188 $695,000
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $18,076 - $105,145
872 Added 20.21%
5,187 $542,000
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $112,384 - $135,638
998 Added 30.09%
4,315 $486,000
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $85,961 - $112,854
670 Added 25.31%
3,317 $452,000
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $221,365 - $247,019
-1,438 Reduced 35.2%
2,647 $419,000
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $1,175 - $1,335
8 Added 0.2%
4,085 $669,000
Q2 2021

Jul 30, 2021

SELL
$147.37 - $166.44 $121,580 - $137,313
-825 Reduced 16.83%
4,077 $634,000
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $10,680 - $13,400
-85 Reduced 1.7%
4,902 $746,000
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $2,992 - $3,939
-31 Reduced 0.62%
4,987 $634,000
Q3 2020

Nov 04, 2020

BUY
$91.28 - $103.82 $9,128 - $10,382
100 Added 2.03%
5,018 $483,000
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $6,386 - $8,622
-76 Reduced 1.52%
4,918 $463,000
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $17,781 - $31,745
-225 Reduced 4.31%
4,994 $450,000
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $2,460 - $3,066
22 Added 0.42%
5,219 $728,000
Q1 2019

May 07, 2019

SELL
$97.11 - $107.19 $23,403 - $25,832
-241 Reduced 4.43%
5,197 $526,000
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $46,070 - $57,660
-500 Reduced 8.42%
5,438 $531,000
Q3 2018

Nov 20, 2018

SELL
$103.61 - $118.63 $10,361 - $11,863
-100 Reduced 1.66%
5,938 $670,000
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $57,814 - $64,002
-560 Reduced 8.49%
6,038 $629,000
Q1 2018

May 11, 2018

SELL
$107.01 - $118.77 $21,402 - $23,754
-200 Reduced 2.94%
6,598 $726,000
Q4 2017

Jan 31, 2018

BUY
$95.86 - $107.83 $18,117 - $20,379
189 Added 2.86%
6,798 $727,000
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $584,367 - $631,225
6,609
6,609 $631,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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