JP Morgan Chase’s Tortoise Global Water ETF TBLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-680	Closed	-$25K	–	7312
2022 Q4	$25K	Sell	680 -3,097	-82%	-$112K	﹤0.01%	5824
2022 Q3	$124K	Buy	3,777 +1,462	+63%	+$54.3K	﹤0.01%	5192
2022 Q2	$83K	Buy	+2,315	New	+$88.7K	﹤0.01%	5496
2019 Q4	–	Sell	-15	Closed	–	–	5933
2019 Q3	$0	Hold	15	–	–	﹤0.01%	5999
2019 Q2	$0	Hold	15	–	–	﹤0.01%	6054
2019 Q1	$0	Hold	15	–	–	﹤0.01%	6094
2018 Q4	$0	Hold	15	–	–	﹤0.01%	5973
2018 Q3	$0	Hold	15	–	–	﹤0.01%	5861
2018 Q2	$0	Hold	15	–	–	﹤0.01%	5726
2018 Q1	$0	Hold	15	–	–	﹤0.01%	5665
2017 Q4	$0	Sell	15 -10	-40%	-$291	﹤0.01%	5611
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	4921
2017 Q2	$1K	Buy	+25	New	+$643	﹤0.01%	4896

Other funds holding TBLU

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase's TBLU Position: Q1 2023 in Review

JP Morgan Chase sold out of Tortoise Global Water ETF (TBLU) in Q1 2023, closing a stake of 680 shares — an estimated $25K sold.

JP Morgan Chase first reported a position in TBLU in Q2 2017 and held it in 13 quarters. The position peaked at $124K in Q3 2022. 32 funds tracked by Wall St. Rank hold TBLU as of Q1 2023.

JP Morgan Chase reported no remaining Tortoise Global Water ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 680 Tortoise Global Water ETF shares in Q1 2023, an estimated $25K.
JP Morgan Chase first reported a position in Tortoise Global Water ETF in Q2 2017 and held it in 13 quarters.
JP Morgan Chase's Tortoise Global Water ETF position peaked at $124K in Q3 2022.
32 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.