JPM ULTRA-SHORT MUNI INCOME (JMST) Institutional Ownership Changes & 13F Activity

JPM ULTRA-SHORT MUNI INCOME (JMST) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Polen Capital Management, and Matrix Advisors Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy79,939272,195$13,876,527
Q4 2025Sequoia Financial AdvisorsBuy34,232192,256$9,793,491
Q3 2025Sequoia Financial AdvisorsSell-3,692158,024$8,065,517
Q2 2025Renaissance Technologies LLCSell-88,503813,890$41,443,279
Q2 2025Sequoia Financial AdvisorsSell-2,268161,716$8,234,570
Q1 2025Renaissance Technologies LLCBuy134,493902,393$45,886,684
Q1 2025Sequoia Financial AdvisorsSell-6,005163,984$8,338,591
Q4 2024Renaissance Technologies LLCSell-167,400767,900$38,940,209
Q4 2024Sequoia Financial AdvisorsBuy47,884169,989$8,620,160
Q3 2024Renaissance Technologies LLCBuy346,100935,300$47,644,182
Q3 2024Sequoia Financial AdvisorsSell-13,743122,105$6,220,009
Q2 2024Sequoia Financial AdvisorsSell-8,258135,848$6,893,607
Q2 2024Renaissance Technologies LLCSell-7,400589,200$29,898,954
Q1 2024Renaissance Technologies LLCSell-212,139596,600$30,271
Q1 2024Sequoia Financial AdvisorsSell-39,855144,106$7,311,919
Q4 2023Sequoia Financial AdvisorsSell-421,212183,961$9,334,185
Q4 2023Renaissance Technologies LLCBuy396,469808,739$41,035
Q3 2023Renaissance Technologies LLCBuy51,470412,270$20,799
Q3 2023Sequoia Financial AdvisorsSell-20,606605,173$30,530,965
Q2 2023Renaissance Technologies LLCBuy70,745360,800$18,275
Q2 2023Sequoia Financial AdvisorsSell-8,997625,779$31,695,697
Q1 2023Renaissance Technologies LLCBuy290,055290,055$14,732
Q1 2023Sequoia Financial AdvisorsSell-48,348634,776$32,240,250
Q4 2022Sequoia Financial AdvisorsBuy144,281683,124$34,521,676
Q3 2022Sequoia Financial AdvisorsBuy12,865538,843$27,104
Q3 2022Polen Capital ManagementBuy5,8755,875$296
Q2 2022Sequoia Financial AdvisorsBuy89,882525,978$26,640
Q1 2022Sequoia Financial AdvisorsBuy436,096436,096$22,084
Q1 2021Matrix Advisors Value FundBuy25,38662,362$3,183
Q4 2020Matrix Advisors Value FundBuy36,97636,976$1,887

Frequently asked questions about JMST activity

  • Which institutional owners are buying JMST?

    Institutional owners buying JMST include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JMST activity?

    "Buy" means an investor increased their reported position in JMST compared to the prior reporting period. This reflects growing exposure to JPM ULTRA-SHORT MUNI INCOME (JMST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JMST increasing?

    Institutional interest in JMST can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related JMST insights