JP Morgan Chase’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Sell	4,904 -2,632	-35%	-$56.9K	﹤0.01%	5785
2025 Q4	$154K	Buy	7,536 +2,176	+41%	+$45.5K	﹤0.01%	5664
2025 Q3	$113K	Sell	5,360 -2,440	-31%	-$50.4K	﹤0.01%	5834
2025 Q2	$160K	Buy	7,800 +5,463	+234%	+$108K	﹤0.01%	5360
2025 Q1	$48.3K	Sell	2,337 -12	-0.5%	-$250	﹤0.01%	5897
2024 Q4	$47.1K	Buy	+2,349	New	+$46K	﹤0.01%	6036
2024 Q1	–	Sell	-10,080	Closed	-$141K	–	7889
2023 Q4	$141K	Buy	+10,080	New	+$136K	﹤0.01%	5575
2018 Q3	–	Sell	-300	Closed	-$6K	–	5828
2018 Q2	$6K	Buy	+300	New	+$5.6K	﹤0.01%	5423

Other funds holding TPZ

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAM

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase's TPZ Position: Q1 2026 in Review

JP Morgan Chase reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 35% in Q1 2026, selling an estimated $56.9K and leaving 4,904 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #5785.

JP Morgan Chase first reported a position in TPZ in Q2 2018 and has held it in 8 quarters since. The position peaked at $160K in Q2 2025. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

JP Morgan Chase held 4,904 shares of Tortoise Electrification Infrastructure ETF worth $107K as of Q1 2026.
JP Morgan Chase sold 2,632 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $56.9K.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5785 holding.
JP Morgan Chase first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2018 and has held it in 8 quarters since.
JP Morgan Chase's Tortoise Electrification Infrastructure ETF position peaked at $160K in Q2 2025.
38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.