Want to track JMST and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
JPMorgan Ultra-Short Municipal Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy J. Videnka Forza Wealth Management LLC | 106,400 | $5.41M | $5.4M | -$7,779 | -0.14% |
 Joseph A. Feste KM Capital Management Ltd. | 24,095 | $1.23M | $1.22M | -$6,621.53 | -0.54% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 19,325 | $980,739.49 | $980,647.12 | -$92.37 | -0.01% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 9,946 | $507,047.1 | $504,809.23 | -$2,237.87 | -0.44% |
 Helen Semus Semus Wealth Partners LLC | 4,362 | $220,523.62 | $221,349.69 | $826.07 | 0.37% |
| KLM Kate L. Miller STAR Financial Bank | 9,858 | $502,758 | $500,244.21 | -$2,513.79 | -0.5% |
 Steven Trigili Garden State Investment Advisory Services LLC | 36,373 | $1.85M | $1.85M | -$8,772.23 | -0.47% |
 Andrew Lewis Genesis Private Wealth LLC | 12,052 | $611,233.6 | $611,578.74 | $345.14 | 0.06% |
 Ira Ravitz Beverly Hills Private Wealth LLC | 5,496 | $280,186.71 | $278,949.48 | -$1,237.23 | -0.44% |
 Paul B. Ordonio Park Place Capital Corp. | 1,746 | $88,926.5 | $88,565.85 | -$360.65 | -0.41% |
 Jill Batley Gateway Wealth Partners LLC | 25,620 | $1.31M | $1.3M | -$6,157.7 | -0.47% |
 Vincent Incerto LaSalle St. Investment Advisors LLC | 14,354 | $729,062.95 | $728,466.94 | -$596.01 | -0.08% |
 Ryan P. Ruggaard Ruggaard & Associates LLC | 14,870 | $754,056.67 | $754,429.45 | $372.78 | 0.05% |
 Amber Anderson Aspen Wealth Strategies LLC | 5,398 | $274,890.07 | $273,870.23 | -$1,019.84 | -0.37% |
 Jacqueline Washburn Vawter Financial Ltd. | 30,942 | $1.58M | $1.57M | -$9,437.06 | -0.6% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,790 | $141,709.19 | $141,578.55 | -$130.64 | -0.09% |
 Alexandra Stickelman Root Financial Partners, LLC | 52,750 | $2.69M | $2.68M | -$12,729.23 | -0.47% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 1,778 | $90,284.8 | $90,215.72 | -$69.08 | -0.08% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 5,500 | $280,230 | $279,097.5 | -$1,132.5 | -0.4% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 6,672 | $339,872 | $338,403.84 | -$1,468.16 | -0.43% |
2026 © Marketlog. All Rights Reserved.
