Tortoise Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tortoise Investment Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18	Closed	-$1.03K	–	847
2025 Q3	$1.03K	Hold	18	–	–	﹤0.01%	1033
2025 Q2	$979	Hold	18	–	–	﹤0.01%	974
2025 Q1	$932	Hold	18	–	–	﹤0.01%	758
2024 Q4	$1.01K	Hold	18	–	–	﹤0.01%	799
2024 Q3	$989	Hold	18	–	–	﹤0.01%	813
2024 Q2	$999	Buy	+18	New	+$967	﹤0.01%	821

Other funds holding JEPQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tortoise Investment Management's JEPQ Position: Q4 2025 in Review

Tortoise Investment Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q4 2025, closing a stake of 18 shares — an estimated $1.03K sold.

Tortoise Investment Management first reported a position in JEPQ in Q2 2024 and held it in 6 quarters. The position peaked at $1.03K in Q3 2025. 938 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Tortoise Investment Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 18 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $1.03K.
Tortoise Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 6 quarters.
Tortoise Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.03K in Q3 2025.
938 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.