Tortoise Investment Management
JMUB icon

Tortoise Investment Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Tortoise Investment Management’s Portfolio JMUB Stock Details JMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.6M Sell
412,280
-251,934
-38% -$12.5M 1.47% 13
2026
Q2 		$33.6M Buy
664,214
+73,075
+12% +$3.68M 2.51% 5
2026
Q1 		$29.6M Buy
591,139
+60,992
+12% +$3.09M 2.44% 6
2025
Q4 		$26.8M Buy
530,147
+53,778
+11% +$2.72M 2.35% 6
2025
Q3 		$24M Buy
476,369
+183,841
+63% +$9.13M 2.14% 7
2025
Q2 		$14.5M Buy
+292,528
New +$14.5M 1.38% 20

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tortoise Investment Management's JMUB Position: Q3 2026 in Review

Tortoise Investment Management reduced its JPMorgan Municipal ETF (JMUB) stake by 38% in Q3 2026, selling an estimated $12.5M and leaving 412,280 shares worth $19.6M. The position accounts for 1.47% of the portfolio, ranked #13.

Tortoise Investment Management first reported a position in JMUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.6M in Q2 2026. 358 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Tortoise Investment Management held 412,280 shares of JPMorgan Municipal ETF worth $19.6M as of Q3 2026.
  • Tortoise Investment Management sold 251,934 JPMorgan Municipal ETF shares in Q3 2026, an estimated $12.5M.
  • JPMorgan Municipal ETF made up 1.47% of Tortoise Investment Management's portfolio in Q3 2026, its #13 holding.
  • Tortoise Investment Management first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 6 quarters since.
  • Tortoise Investment Management's JPMorgan Municipal ETF position peaked at $33.6M in Q2 2026.
  • 358 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Tortoise Investment Management's 13F filing for Q3 2026, filed 6 Nov 2026.