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 Q3	$26.2M	Buy	549,878 +190,565	+53%	+$9.43M	0.39%	40
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%	+$9.9M	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sagespring Wealth Partners's JMUB Position: Q3 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Municipal ETF (JMUB) stake by 53% in Q3 2026, buying an estimated $9.43M and bringing the position to 549,878 shares worth $26.2M. The position accounts for 0.39% of the portfolio, ranked #40.

Sagespring Wealth Partners first reported a position in JMUB in Q4 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Sagespring Wealth Partners held 549,878 shares of JPMorgan Municipal ETF worth $26.2M as of Q3 2026.
Sagespring Wealth Partners bought 190,565 JPMorgan Municipal ETF shares in Q3 2026, an estimated $9.43M.
JPMorgan Municipal ETF made up 0.39% of Sagespring Wealth Partners's portfolio in Q3 2026, its #40 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 8 quarters since.
239 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.