Creative Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
42,214
-5,370
| -11% | -$273K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $2.42M | Buy |
47,584
+2,191
| +5% | +$111K | ﹤0.01% | 1061 |
|
|
2024
Q4 | $2.3M | Sell |
45,393
-125
| -0.3% | -$6.34K | ﹤0.01% | 1044 |
|
|
2024
Q3 | $2.32M | Sell |
45,518
-1,615
| -3% | -$82.3K | ﹤0.01% | 985 |
|
|
2024
Q2 | $2.39M | Hold |
47,133
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $2.39M | Sell |
47,133
-15,054
| -24% | -$764K | ﹤0.01% | 895 |
|
|
2023
Q4 | $3.16M | Sell |
62,187
-7,384
| -11% | -$375K | 0.01% | 723 |
|
|
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% | 1876 |
|
|
2023
Q1 | $503K | Buy |
9,913
+22
| +0.2% | +$1.12K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $500K | Hold |
9,891
| – | – | ﹤0.01% | 1423 |
|
|
2022
Q3 | $498K | Sell |
9,891
-1,307
| -12% | -$65.8K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $567K | Sell |
11,198
-1,823
| -14% | -$92.3K | ﹤0.01% | 1246 |
|
|
2022
Q1 | $659K | Hold |
13,021
| – | – | ﹤0.01% | 1190 |
|
|
2021
Q4 | $665K | Buy |
+13,021
| New | +$665K | ﹤0.01% | 1148 |
|