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Tortuga Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Tortuga Wealth Management’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Sell
6,548
-485
-7% -$24.7K 0.25% 97
2026
Q1 		$359K Buy
7,033
+1,568
+29% +$80K 0.34% 66
2025
Q4 		$278K Buy
+5,465
New +$278K 0.29% 72

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortuga Wealth Management's JMST Position: Q2 2026 in Review

Tortuga Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.9% in Q2 2026, selling an estimated $24.7K and leaving 6,548 shares worth $334K. The position accounts for 0.25% of the portfolio, ranked #97.

Tortuga Wealth Management first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Tortuga Wealth Management held 6,548 shares of JPMorgan Ultra-Short Municipal Income ETF worth $334K as of Q2 2026.
  • Tortuga Wealth Management sold 485 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $24.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.25% of Tortuga Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Tortuga Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Tortuga Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $359K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.