JPMorgan Chase & Co’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
7,800
+5,463
| +234% | +$112K | ﹤0.01% | 4571 |
|
|
2025
Q1 | $48.3K | Sell |
2,337
-12
| -0.5% | -$248 | ﹤0.01% | 5048 |
|
|
2024
Q4 | $47.1K | Buy |
+2,349
| New | +$47.1K | ﹤0.01% | 5031 |
|
|
2024
Q1 | – | Sell |
-10,080
| Closed | -$141K | – | 6681 |
|
|
2023
Q4 | $141K | Buy |
+10,080
| New | +$141K | ﹤0.01% | 4621 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$6K | – | 4882 |
|
|
2018
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 4650 |
|