Sagespring Wealth Partners’s JPMorgan Municipal ETF JMUB Stock Holding History

Sagespring Wealth Partners’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2M	Buy	359,313 +111,587	+45%	+$5.62M	0.28%	53
2026 Q1	$12.4M	Buy	247,726 +26,388	+12%	+$1.34M	0.23%	59
2025 Q4	$11.2M	Buy	221,338 +195,557	+759%	+$9.89M	0.2%	69
2025 Q3	$1.3M	Buy	25,781 +319	+1%	+$15.8K	0.03%	258
2025 Q2	$1.26M	Buy	25,462 +15,095	+146%	+$746K	0.03%	241
2025 Q1	$518K	Buy	10,367 +84	+0.8%	+$4.22K	0.01%	379
2024 Q4	$516K	Buy	+10,283	New	+$521K	0.01%	344

Other funds holding JMUB

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

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

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

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sagespring Wealth Partners's JMUB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 45% in Q2 2026, buying an estimated $5.62M and bringing the position to 359,313 shares worth $18.2M. The position accounts for 0.28% of the portfolio, ranked #53.

Sagespring Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Sagespring Wealth Partners held 359,313 shares of JPMorgan Municipal ETF worth $18.2M as of Q2 2026.
Sagespring Wealth Partners bought 111,587 JPMorgan Municipal ETF shares in Q2 2026, an estimated $5.62M.
JPMorgan Municipal ETF made up 0.28% of Sagespring Wealth Partners's portfolio in Q2 2026, its #53 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.