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CreativeOne Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CreativeOne Wealth’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 		$516K Sell
10,131
-121
-1% -$6.18K 0.01% 797
2025
Q4 		$522K Sell
10,252
-753
-7% -$38.4K 0.01% 775
2025
Q3 		$562K Buy
11,005
+157
+1% +$8K 0.01% 733
2025
Q2 		$552K Sell
10,848
-3,162
-23% -$160K 0.01% 703
2025
Q1 		$712K Sell
14,010
-139
-1% -$7.06K 0.02% 586
2024
Q4 		$718K Buy
14,149
+797
+6% +$40.5K 0.02% 587
2024
Q3 		$680K Buy
13,352
+7,204
+117% +$366K 0.02% 534
2024
Q2 		$312K Sell
6,148
-1,255
-17% -$63.6K 0.02% 612
2024
Q1 		$376K Buy
+7,403
New +$376K 0.02% 651
2023
Q3 		– Sell
-11,356
Closed -$575K – 712
2023
Q2 		$575K Buy
11,356
+4
+0% +$202 0.03% 457
2023
Q1 		$577K Buy
11,352
+4
+0% +$203 0.03% 425
2022
Q4 		$573K Sell
11,348
-847
-7% -$42.7K 0.03% 394
2022
Q3 		$613K Buy
12,195
+4
+0% +$202 0.04% 361
2022
Q2 		$617K Sell
12,191
-7,842
-39% -$396K 0.03% 352
2022
Q1 		$1.01M Sell
20,033
-7,636
-28% -$388K 0.05% 271
2021
Q4 		$1.41M Buy
27,669
+1,969
+8% +$101K 0.07% 238
2021
Q3 		$1.31M Sell
25,700
-1,958
-7% -$100K 0.08% 224
2021
Q2 		$1.41M Buy
27,658
+3,529
+15% +$180K 0.09% 196
2021
Q1 		$1.23M Buy
24,129
+1,467
+6% +$74.9K 0.09% 178
2020
Q4 		$1.16M Buy
22,662
+18,332
+423% +$935K 0.1% 163
2020
Q3 		$221K Buy
+4,330
New +$221K 0.03% 248

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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 $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

CreativeOne Wealth's JMST Position: Q1 2026 in Review

CreativeOne Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.2% in Q1 2026, selling an estimated $6.18K and leaving 10,131 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #797.

CreativeOne Wealth first reported a position in JMST in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.41M in Q4 2021. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • CreativeOne Wealth held 10,131 shares of JPMorgan Ultra-Short Municipal Income ETF worth $516K as of Q1 2026.
  • CreativeOne Wealth sold 121 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $6.18K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #797 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 21 quarters since.
  • CreativeOne Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.41M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.