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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Ultra-Short Municipal Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
2,450
Value (USD)
$124,950
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JMST fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JMST fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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

Recent institutional filing receipts

See the complete 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.

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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.

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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.

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