JP Morgan Chase’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

JP Morgan Chase’s Portfolio DPG Stock Details DPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-173	Closed	-$2.02K	–	7390
2024 Q4	$2.02K	Hold	173	–	–	﹤0.01%	6642
2024 Q3	$2.03K	Buy	+173	New	+$1.86K	﹤0.01%	6620
2017 Q3	–	Sell	-5,607	Closed	-$93K	–	5001
2017 Q2	$93K	Buy	5,607 +1,000	+22%	+$16.8K	﹤0.01%	4198
2017 Q1	$75K	Sell	4,607 -3,000	-39%	-$48.8K	﹤0.01%	4420
2016 Q4	$118K	Sell	7,607 -23,369	-75%	-$362K	﹤0.01%	4352
2016 Q3	$529K	Buy	30,976 +2,697	+10%	+$46.3K	﹤0.01%	3382
2016 Q2	$485K	Buy	28,279 +3,630	+15%	+$59.7K	﹤0.01%	3442
2016 Q1	$392K	Buy	24,649 +2,795	+13%	+$38.7K	﹤0.01%	3423
2015 Q4	$322K	Buy	21,854 +7,266	+50%	+$112K	﹤0.01%	3536
2015 Q3	$221K	Buy	+14,588	New	+$243K	﹤0.01%	3658

Other funds holding DPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's DPG Position: Q1 2025 in Review

JP Morgan Chase sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2025, closing a stake of 173 shares — an estimated $2.02K sold.

JP Morgan Chase first reported a position in DPG in Q3 2015 and held it in 10 quarters. The position peaked at $529K in Q3 2016. 72 funds tracked by Wall St. Rank hold DPG as of Q1 2025.

JP Morgan Chase reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
JP Morgan Chase sold 173 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2025, an estimated $2.02K.
JP Morgan Chase first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2015 and held it in 10 quarters.
JP Morgan Chase's Duff & Phelps Utility and Infrastructure Fund position peaked at $529K in Q3 2016.
72 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.