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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Tortuga Wealth Management's JMST Position: Q1 2026 in Review

Tortuga Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 29% in Q1 2026, buying an estimated $80K and bringing the position to 7,033 shares worth $359K. The position accounts for 0.34% of the portfolio, ranked #66.

Tortuga Wealth Management first reported a position in JMST in Q4 2025 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Tortuga Wealth Management held 7,033 shares of JPMorgan Ultra-Short Municipal Income ETF worth $359K as of Q1 2026.
  • Tortuga Wealth Management bought 1,568 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $80K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.34% of Tortuga Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Tortuga Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.