Creative Financial Designs’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Creative Financial Designs’s Portfolio JMST Stock Details JMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6K	Buy	502 +161	+47%	+$8.22K	﹤0.01%	1126
2025 Q4	$17.4K	Sell	341 -12	-3%	-$611	﹤0.01%	1193
2025 Q3	$18K	Sell	353 -161	-31%	-$8.21K	﹤0.01%	1175
2025 Q2	$26.2K	Buy	514 +414	+414%	+$21K	﹤0.01%	1051
2025 Q1	$5.08K	Buy	+100	New	+$5.08K	﹤0.01%	1487
2024 Q3	–	Sell	-5,725	Closed	-$291K	–	1709
2024 Q2	$291K	Buy	5,725 +175	+3%	+$8.87K	0.03%	360
2024 Q1	$282K	Sell	5,550 -30	-0.5%	-$1.52K	0.03%	346
2023 Q4	$283K	Sell	5,580 -18,253	-77%	-$923K	0.03%	319
2023 Q3	$1.2M	Sell	23,833 -135	-0.6%	-$6.82K	0.14%	130
2023 Q2	$1.21M	Buy	23,968 +1,912	+9%	+$96.8K	0.14%	134
2023 Q1	$1.12M	Buy	22,056 +1,051	+5%	+$53.2K	0.15%	135
2022 Q4	$1.06M	Buy	+21,005	New	+$1.06M	0.16%	123
2020 Q1	–	Sell	-1,399	Closed	-$71K	–	543
2019 Q4	$71K	Sell	1,399 -1,033	-42%	-$52.2K	0.03%	221
2019 Q3	$123K	Buy	2,432 +248	+11%	+$12.5K	0.07%	166
2019 Q2	$110K	Buy	+2,184	New	+$110K	0.06%	168

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Creative Financial Designs's JMST Position: Q1 2026 in Review

Creative Financial Designs increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 47% in Q1 2026, buying an estimated $8.22K and bringing the position to 502 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Creative Financial Designs first reported a position in JMST in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Creative Financial Designs held 502 shares of JPMorgan Ultra-Short Municipal Income ETF worth $25.6K as of Q1 2026.
Creative Financial Designs bought 161 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $8.22K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1126 holding.
Creative Financial Designs first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 15 quarters since.
Creative Financial Designs's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.21M in Q2 2023.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.