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

Tortuga Wealth Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$843K	Sell	16,733 -1,314	-7%	-$66.3K	0.6%	41
2026 Q2	$912K	Buy	18,047 +5,465	+43%	+$276K	0.69%	37
2026 Q1	$637K	Buy	12,582 +2,496	+25%	+$126K	0.6%	43
2025 Q4	$510K	Buy	+10,086	New	+$511K	0.54%	44

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tortuga Wealth Management's JPST Position: Q3 2026 in Review

Tortuga Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q3 2026, selling an estimated $66.3K and leaving 16,733 shares worth $843K. The position accounts for 0.6% of the portfolio, ranked #41.

Tortuga Wealth Management first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. The position peaked at $912K in Q2 2026. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Tortuga Wealth Management held 16,733 shares of JPMorgan Ultra-Short Income ETF worth $843K as of Q3 2026.
Tortuga Wealth Management sold 1,314 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $66.3K.
JPMorgan Ultra-Short Income ETF made up 0.6% of Tortuga Wealth Management's portfolio in Q3 2026, its #41 holding.
Tortuga Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
Tortuga Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $912K in Q2 2026.
786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.