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J P Morgan Exchange-traded F shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $429k 7.6k 56.68
2025-09-30 $571 10 57.10
2025-06-30 $569 10 56.90
2025-03-31 $3.4k 60 57.13
2024-12-31 $3.5k 60 57.53
2024-09-30 $57k 960 59.51
2024-06-30 $264k 4.7k 56.68
2024-03-31 $269k 4.7k 57.86
2023-12-31 $261k 4.7k 56.15
2023-09-30 $2.7k 50 53.56