JP Morgan Private Wealth Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q1	–	Sell	-14,705	Closed	-$188K	–	2004
2022 Q4	$188K	Buy	+14,705	New	+$195K	﹤0.01%	1834
2021 Q2	–	Sell	-10,564	Closed	-$128K	–	1941
2021 Q1	$128K	Buy	10,564 +79	+0.8%	+$928	﹤0.01%	1715
2020 Q4	$116K	Sell	10,485 -1,492	-12%	-$14.4K	﹤0.01%	1675
2020 Q3	$102K	Buy	11,977 +127	+1%	+$1.15K	﹤0.01%	1561
2020 Q2	$107K	Sell	11,850 -7,592	-39%	-$69K	﹤0.01%	1510
2020 Q1	$136K	Sell	19,442 -10,676	-35%	-$149K	﹤0.01%	1340
2019 Q4	$511K	Sell	30,118 -6,978	-19%	-$117K	﹤0.01%	1041
2019 Q3	$668K	Buy	37,096 +457	+1%	+$8.29K	﹤0.01%	905
2019 Q2	$672K	Sell	36,639 -633	-2%	-$11.8K	﹤0.01%	886
2019 Q1	$694K	Buy	37,272 +448	+1%	+$8.16K	﹤0.01%	903
2018 Q4	$587K	Buy	36,824 +481	+1%	+$8.43K	﹤0.01%	909
2018 Q3	$693K	Buy	36,343 +3,627	+11%	+$69.9K	﹤0.01%	957
2018 Q2	$616K	Buy	+32,716	New	+$611K	﹤0.01%	934

Other funds holding TPZ

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TPZ Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2023, closing a stake of 14,705 shares — an estimated $188K sold.

JP Morgan Private Wealth Advisors first reported a position in TPZ in Q2 2018 and held it in 13 quarters. The position peaked at $694K in Q1 2019. 35 funds tracked by Wall St. Rank hold TPZ as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 14,705 Tortoise Electrification Infrastructure ETF shares in Q1 2023, an estimated $188K.
JP Morgan Private Wealth Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2018 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Tortoise Electrification Infrastructure ETF position peaked at $694K in Q1 2019.
35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.