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 Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Northrock Partners, Llc, Bank Of America Corp, Integrated Wealth Concepts Llc, and Alphacore Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Vawter Financial, Ltd. | Sell | -1,567 | -4.1% | 37,008 | $1.89M | Q1 2026 | Aug 04, 2026 |
| Tortuga Wealth Management, Inc | Buy | +1,568 | +28.7% | 7,033 | $358.57K | Q1 2026 | Jul 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +70,284 | +4.7% | 1,552,212 | $79.13M | Q1 2026 | Jul 08, 2026 |
| Boothe Investment Group, Inc. | Buy | +10,356 | +3.9% | 277,346 | $14.14M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +1,305 | +25.8% | 6,370 | $324.74K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +227,838 | +5.8% | 4,184,621 | $213.33M | Q1 2026 | May 18, 2026 |
| Ariadne Wealth Management, Lp | Sell | -19,854 | -48.5% | 21,072 | $1.07M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -15,962 | -6.3% | 236,612 | $2.03M | Q1 2026 | May 18, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | Buy | +6,751 | — | 6,751 | $344.17K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +5,963 | — | 5,963 | $303.98K | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +3,285 | +6.2% | 56,695 | $2.89M | Q1 2026 | May 18, 2026 |
| Core Wealth Advisors, Inc. | Sell | -1,013 | -3.9% | 24,743 | $1.26M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +34 | +0.1% | 40,225 | $2.05M | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +507,100 | — | 507,100 | $25.85M | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Buy | +307,333 | +26.0% | 1,491,349 | $76.03M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +200,236 | +48.5% | 613,082 | $31.25M | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Buy | +186,546 | +32.0% | 769,357 | $39.22M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +117,442 | +22.4% | 642,610 | $32.76M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +98,415 | +30.5% | 420,648 | $21.44M | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, Llc | Buy | +72,670 | +86.8% | 156,400 | $7.97M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +64,943 | +49.5% | 196,039 | $9.99M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +63,325 | +9.6% | 720,781 | $36.75M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +52,593 | +8.9% | 644,321 | $32.85M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -52,062 | -30.9% | 116,634 | $5.95M | Q1 2026 | May 15, 2026 |
| Km Capital Management Ltd. | Sell | -49,997 | -66.9% | 24,769 | $1.26M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -39,714 | -8.0% | 453,805 | $23.25M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +33,684 | +177.0% | 52,716 | $2.69M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +28,543 | — | 28,543 | $1.46M | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Buy | +20,397 | +281.5% | 27,644 | $1.41M | Q1 2026 | May 15, 2026 |
| First Manhattan Co. Llc. | Buy | +17,520 | — | 17,520 | $893.17K | Q1 2026 | May 15, 2026 |
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.