Explore more topics
Public ownership evidence

JPMorgan Ultra-Short Municipal Income ETF (JMST) Ownership Disclosures

Read JMST insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-292,450$124,950None
Cornerstone Financial Management LLC2026-03-312026-08-292,450$124,901None
Cornerstone Financial Management LLC2025-12-312026-08-292,450$124,803None
Corient Private Wealth LP2026-06-302026-08-28630,077$32,133,951None
Brown Financial Advisors2026-06-302026-08-2710,853$553,503None
Dakota Wealth Management2025-09-302026-08-2713,815$705,118None
Dakota Wealth Management2025-12-312026-08-2712,245$623,761None
Dakota Wealth Management2026-03-312026-08-2712,245$624,251None
CARLSON FINANCIAL, INC.2026-06-302026-08-2520,150$1,027,670None
CARLSON FINANCIAL, INC.2026-03-312026-08-2520,140$1,026,722None
CARLSON FINANCIAL, INC.2025-12-312026-08-2519,831$1,010,200None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-216,276$320,076None
Kingsview Wealth Management, LLC2026-06-302026-08-2015,196$775,016None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20127,481$6,501,555None
Beacon Pointe Advisors, LLC2026-06-302026-08-1949,288$2,513,702None
WNY Asset Management, LLC2026-06-302026-08-189,483$483,633None
Ruggaard & Associates LLC2026-06-302026-08-1814,870$758,370None
KM Capital Management Ltd.2026-06-302026-08-1824,095$1,228,850None
Corient Private Wealth LP2026-06-302026-08-18639,374$32,608,098None
Equitable Holdings, Inc.2026-06-302026-08-1843,985$2,243,216None
Wills Financial Group LLC2026-06-302026-08-1557,124$2,913,324None
Modern Wealth Management, LLC2026-06-302026-08-1545,410$2,315,929None
Modern Wealth Management, LLC2026-06-302026-08-150$10None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15120,084$6,124,284None
Mutual Advisors, LLC2026-06-302026-08-1584,762$4,322,851None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1571,896$3,666,696None
Vertex Planning Partners, LLC2026-06-302026-08-15157,816$8,048,616None
Perennial Investment Advisors, LLC2026-06-302026-08-1532,784$1,671,989None
Capital Asset Advisory Services LLC2026-06-302026-08-15317,774$16,206,478None
Roehl & Yi Investment Advisors, LLC2026-06-302026-08-1529,356$1,497,135None
ENTREWEALTH, LLC2026-06-302026-08-159,846$500,964None
Schwallier Wealth Management LLC2026-06-302026-08-156,607$336,936None
Tradewinds, LLC.2026-06-302026-08-1589,730$985,568None
Granite Bay Wealth Management, LLC2026-06-302026-08-1558,090$2,963,000None
NCM Capital Management, LLC2026-06-302026-08-1565,165$3,323,438None
KINTRA WEALTH, LLC2026-06-302026-08-1578,002$3,971,061None
Ameritas Advisory Services, LLC2026-06-302026-08-1575,182$3,834,289None
WCG Wealth Advisors LLC2026-06-302026-08-15442,140$22,549,134None
Sunflower Bank, N.A.2026-06-302026-08-152,278$116,178None
Sunflower Bank, N.A.2026-06-302026-08-153,035$154,785None
Sierra Capital LLC2026-06-302026-08-15137,619$7,018,569None
Western Wealth Management, LLC2026-06-302026-08-155,251$267,815None
Stonebrook Private Inc.2026-06-302026-08-157,128$363,528None
IFG Advisory, LLC2026-06-302026-08-1520,609$1,051,049None
Per Stirling Capital Management, LLC.2026-06-302026-08-15143,243$7,305,380None
OSAIC HOLDINGS, INC.2026-06-302026-08-15107,252$5,469,849None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,877$452,727None
OSAIC HOLDINGS, INC.2026-06-302026-08-15600,735$30,639,083None
Capstone Financial Advisors, Inc.2026-06-302026-08-1524,448$1,246,851None
Orion Porfolio Solutions, LLC2026-06-302026-08-1513,459$686,372None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Brown Financial Advisors ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.