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Tortoise Investment Management’s JPMorgan Chase JPM Stock Holding History

Tortoise Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-700
Closed -$1K – 363
2013
Q3 		$1K Hold
700
– – ﹤0.01% 331
2013
Q2 		$1K Buy
+700
New +$35.6K ﹤0.01% 358

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Tortoise Investment Management's JPM Position: Q2 2026 in Review

Tortoise Investment Management increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $45.3K and bringing the position to 7,492 shares worth $2.45M. The position accounts for 0.18% of the portfolio, ranked #95.

Tortoise Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.54M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tortoise Investment Management held 7,492 shares of JPMorgan Chase worth $2.45M as of Q2 2026.
  • Tortoise Investment Management bought 146 JPMorgan Chase shares in Q2 2026, an estimated $45.3K.
  • JPMorgan Chase made up 0.18% of Tortoise Investment Management's portfolio in Q2 2026, its #95 holding.
  • Tortoise Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's JPMorgan Chase position peaked at $2.54M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.