Creative Planning
JMST icon

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

Creative Planning’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 		$2.05M Buy
40,233
+572
+1% +$29.1K ﹤0.01% 2066
2026
Q1 		$2.02M Buy
39,661
+6,950
+21% +$355K ﹤0.01% 1887
2025
Q4 		$1.67M Sell
32,711
-8,287
-20% -$422K ﹤0.01% 1867
2025
Q3 		$2.09M Sell
40,998
-1,216
-3% -$62K ﹤0.01% 1508
2025
Q2 		$2.15M Sell
42,214
-5,370
-11% -$273K ﹤0.01% 1253
2025
Q1 		$2.42M Buy
47,584
+2,191
+5% +$111K ﹤0.01% 1064
2024
Q4 		$2.3M Sell
45,393
-125
-0.3% -$6.35K ﹤0.01% 1047
2024
Q3 		$2.32M Sell
45,518
-1,615
-3% -$82.1K ﹤0.01% 985
2024
Q2 		$2.39M Hold
47,133
– – ﹤0.01% 916
2024
Q1 		$2.39M Sell
47,133
-15,054
-24% -$764K ﹤0.01% 896
2023
Q4 		$3.16M Sell
62,187
-7,384
-11% -$373K 0.01% 724
2023
Q3 		$3.51M Buy
69,571
+63,404
+1,028% +$3.2M ﹤0.01% 638
2023
Q2 		$312K Sell
6,167
-3,746
-38% -$190K ﹤0.01% 1884
2023
Q1 		$503K Buy
9,913
+22
+0.2% +$1.11K ﹤0.01% 1462
2022
Q4 		$500K Hold
9,891
– – ﹤0.01% 1429
2022
Q3 		$498K Sell
9,891
-1,307
-12% -$66K ﹤0.01% 1334
2022
Q2 		$567K Sell
11,198
-1,823
-14% -$92.1K ﹤0.01% 1251
2022
Q1 		$659K Hold
13,021
– – ﹤0.01% 1191
2021
Q4 		$665K Buy
+13,021
New +$665K ﹤0.01% 1148

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's JMST Position: Q2 2026 in Review

Creative Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.4% in Q2 2026, buying an estimated $29.1K and bringing the position to 40,233 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Creative Planning first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q3 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Creative Planning held 40,233 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.05M as of Q2 2026.
  • Creative Planning bought 572 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $29.1K.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2066 holding.
  • Creative Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.51M in Q3 2023.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.