Tortoise Investment Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Tortoise Investment Management, LLC

  • $1.04 Billion
  • Q3 2025

A detailed history of Tortoise Investment Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 175,240 shares of JMST stock, worth $8.92 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
175,240
Previous 173,390 1.07%
Holding current value
$8.92 Million
Previous $8.83 Million 1.3%
% of portfolio
0.86%
Previous 0.9%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$50.81 - $51.07 $93,998 - $94,479
1,850 Added 1.07%
175,240 $8.94 Million
Q2 2025

Aug 08, 2025
BUY
$50.52 - $50.92 $851,767 - $858,511
16,860 Added 10.77%
173,390 $8.83 Million
Q1 2025

May 14, 2025
BUY
$50.72 - $50.92 $2.92 Million - $2.93 Million
57,580 Added 58.19%
156,530 $7.96 Million
Q4 2024

Aug 07, 2025
BUY
$50.67 - $50.9 $3.99 Million - $4.01 Million
78,720 Added 389.13%
98,950 $5.02 Million
Q4 2024

Feb 07, 2025
BUY
$50.67 - $50.9 $3.99 Million - $4.01 Million
78,720 Added 389.13%
98,950 $5.02 Million
Q3 2024

Aug 07, 2025
BUY
$50.61 - $50.96 $239,385 - $241,040
4,730 Added 30.52%
20,230 $1.03 Million
Q3 2024

Nov 13, 2024
BUY
$50.61 - $50.96 $239,385 - $241,040
4,730 Added 30.52%
20,230 $1.03 Million
Q2 2024

Aug 07, 2025
BUY
$50.57 - $50.75 $136,791 - $137,278
2,705 Added 21.14%
15,500 $786,000
Q2 2024

Aug 01, 2024
BUY
$50.57 - $50.75 $136,791 - $137,278
2,705 Added 21.14%
15,500 $786,000
Q1 2024

Aug 07, 2025
SELL
$50.62 - $50.84 $7.28 Million - $7.31 Million
-143,735 Reduced 91.83%
12,795 $649,000
Q1 2024

May 09, 2024
BUY
$50.62 - $50.84 $647,682 - $650,497
12,795 New
12,795 $649,000
Q4 2023

Feb 08, 2024
BUY
$50.29 - $50.88 $427,465 - $432,480
8,500 New
8,500 $431,000
Q2 2023

Aug 07, 2023
SELL
$50.49 - $50.76 $201,960 - $203,040
-4,000 Reduced 51.75%
3,730 $188,000
Q1 2023

May 09, 2023
SELL
$50.47 - $50.79 $1.52 Million - $1.53 Million
-30,189 Reduced 79.61%
7,730 $392,000
Q4 2022

Feb 03, 2023
SELL
$50.24 - $50.61 $7,335 - $7,389
-146 Reduced 0.38%
37,919 $1.92 Million
Q3 2022

Nov 04, 2022
SELL
$50.25 - $50.72 $49,245 - $49,705
-980 Reduced 2.51%
38,065 $1.92 Million
Q1 2022

May 06, 2022
SELL
$50.56 - $51.05 $4.15 Million - $4.19 Million
-82,029 Reduced 67.75%
39,045 $1.98 Million
Q4 2021

Feb 10, 2022
SELL
$50.99 - $51.08 $1.08 Million - $1.08 Million
-21,209 Reduced 14.91%
121,074 $6.18 Million
Q3 2021

Nov 04, 2021
BUY
$51.03 - $51.1 $2.84 Million - $2.85 Million
55,720 Added 64.37%
142,283 $7.27 Million
Q2 2021

Jul 30, 2021
BUY
$51.02 - $51.09 $909,584 - $910,832
17,828 Added 25.94%
86,563 $4.42 Million
Q1 2021

May 05, 2021
SELL
$51.0 - $51.08 $1.54 Million - $1.55 Million
-30,250 Reduced 30.56%
68,735 $3.51 Million
Q4 2020

Feb 05, 2021
BUY
$50.98 - $51.08 $509,799 - $510,800
10,000 Added 11.24%
98,985 $5.05 Million
Q3 2020

Nov 04, 2020
BUY
$50.93 - $51.06 $2.64 Million - $2.65 Million
51,835 Added 139.53%
88,985 $4.54 Million
Q2 2020

Aug 06, 2020
BUY
$50.01 - $50.99 $1.86 Million - $1.89 Million
37,150 New
37,150 $1.89 Million

Others Institutions Holding JMST

# of Institutions
561
Shares Held
61.7M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email