Number of Shares
156,530.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
0.83%
Total Estimate Gain
$-27,068.19
% of Total Estimate Gain
-0.18%

Tortoise Investment Management, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Tortoise Investment Management, LLC held 156,530.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $7.96 Mil. This investment constitutes 0.83% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.22% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2021Q2. And since then Tortoise Investment Management, LLC has made 7 purchases of JMST, at an average price of $50.91, for a total of 298,813.00 shares. In addition, there have been 7 sales at an average price of $50.72 for 142,283.00 shares. Based on historical transaction data and JMST's current price of $50.92, Tortoise Investment Management, LLC's estimated gain on his JMST holdings is $-27,068.19, reflecting a -0.18% gain to date.

Tortoise Investment Management, LLC JMST ($50.92) Holding Chart

Tortoise Investment Management, LLC JMST ($50.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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