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 Q2	$9.61K	Sell	188 -314	-63%	-$16K	﹤0.01%	1524
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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's JMST Position: Q2 2026 in Review

Creative Financial Designs reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 63% in Q2 2026, selling an estimated $16K and leaving 188 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Creative Financial Designs first reported a position in JMST in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.21M in Q2 2023. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Creative Financial Designs held 188 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.61K as of Q2 2026.
Creative Financial Designs sold 314 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $16K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1524 holding.
Creative Financial Designs first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 16 quarters since.
Creative Financial Designs's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.21M in Q2 2023.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.