JP Morgan Chase
LTPZ icon

JP Morgan Chase’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

JP Morgan Chase’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-350
Closed -$18.2K – 7559
2024
Q4 		$18.2K Buy
350
+106
+43% +$5.8K ﹤0.01% 6273
2024
Q3 		$14.1K Buy
+244
New +$13.7K ﹤0.01% 6310
2024
Q1 		– Sell
-1
Closed -$56 – 7678
2023
Q4 		$56 Sell
1
-1,042
-100% -$55.4K ﹤0.01% 7191
2023
Q3 		$54.8K Buy
1,043
+967
+1,272% +$54.6K ﹤0.01% 5771
2023
Q2 		$4.56K Hold
76
– – ﹤0.01% 6191
2023
Q1 		$5K Sell
76
-5,500
-99% -$334K ﹤0.01% 6248
2022
Q4 		$325K Hold
5,576
– – ﹤0.01% 4778
2022
Q3 		$313K Buy
5,576
+5,500
+7,237% +$361K ﹤0.01% 4734
2022
Q2 		$5K Buy
76
+66
+660% +$4.79K ﹤0.01% 6168
2022
Q1 		$1K Sell
10
-330
-97% -$27.7K ﹤0.01% 6484
2021
Q4 		$31K Buy
340
+270
+386% +$24.3K ﹤0.01% 6104
2021
Q3 		$6K Sell
70
-420
-86% -$37.2K ﹤0.01% 6228
2021
Q2 		$42K Buy
490
+31
+7% +$2.58K ﹤0.01% 5783
2021
Q1 		$37K Buy
459
+270
+143% +$22.7K ﹤0.01% 5599
2020
Q4 		$17K Sell
189
-28
-13% -$2.43K ﹤0.01% 5325
2020
Q3 		$19K Buy
217
+155
+250% +$13.5K ﹤0.01% 5158
2020
Q2 		$5K Sell
62
-5
-7% -$413 ﹤0.01% 5186
2020
Q1 		$5K Sell
67
-850
-93% -$64.7K ﹤0.01% 5122
2019
Q4 		$66K Sell
917
-3,332
-78% -$243K ﹤0.01% 5036
2019
Q3 		$312K Sell
4,249
-738
-15% -$53.4K ﹤0.01% 4405
2019
Q2 		$348K Buy
4,987
+4,651
+1,384% +$313K ﹤0.01% 4403
2019
Q1 		$22K Hold
336
– – ﹤0.01% 5382
2018
Q4 		$21K Sell
336
-1,899
-85% -$118K ﹤0.01% 5311
2018
Q3 		$145K Buy
2,235
+375
+20% +$24.9K ﹤0.01% 4808
2018
Q2 		$126K Buy
1,860
+1,152
+163% +$76.5K ﹤0.01% 4754
2018
Q1 		$48K Hold
708
– – ﹤0.01% 4825
2017
Q4 		$49K Hold
708
– – ﹤0.01% 4905
2017
Q3 		$47K Hold
708
– – ﹤0.01% 4482
2017
Q2 		$46K Buy
708
+10
+1% +$662 ﹤0.01% 4369
2017
Q1 		$46K Buy
698
+369
+112% +$24.3K ﹤0.01% 4551
2016
Q4 		$21K Buy
+329
New +$22.1K ﹤0.01% 4695

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

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

JP Morgan Chase sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2025, closing a stake of 350 shares — an estimated $18.2K sold.

JP Morgan Chase first reported a position in LTPZ in Q4 2016 and held it in 31 quarters. The position peaked at $348K in Q2 2019. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2025.

  • JP Morgan Chase reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 350 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $18.2K.
  • JP Morgan Chase first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 31 quarters.
  • JP Morgan Chase's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $348K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

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