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Creative Planning: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on JMST, newest first. How the timeline and the estimate are built.

Creative Planning held 40,233 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,233 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $2,051,900.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,661 shares
    Change vs previous 13F +6,950 shares

    <0.01% of the 13F portfolio, value $2,021,918.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,711 shares
    Change vs previous 13F -8,287 shares

    <0.01% of the 13F portfolio, value $1,666,291.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,998 shares
    Change vs previous 13F -1,216 shares

    <0.01% of the 13F portfolio, value $2,092,535.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,214 shares
    Change vs previous 13F -5,370 shares

    <0.01% of the 13F portfolio, value $2,149,557.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,584 shares
    Change vs previous 13F +2,191 shares

    <0.01% of the 13F portfolio, value $2,419,647.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,393 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $2,301,858.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,518 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,318,687.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).