SageView Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SageView Advisory Group’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 Q2	$335K	Hold	6,574	–	–	0.01%	467
2026 Q1	$335K	Hold	6,574	–	–	0.01%	442
2025 Q4	$335K	Hold	6,574	–	–	0.01%	449
2025 Q3	$336K	Hold	6,574	–	–	0.01%	481
2025 Q2	$335K	Hold	6,574	–	–	0.01%	466
2025 Q1	$334K	Buy	+6,574	New	+$334K	0.01%	441
2023 Q4	–	Sell	-5,082	Closed	-$256K	–	695
2023 Q3	$256K	Hold	5,082	–	–	0.01%	453
2023 Q2	$257K	Sell	5,082 -3,031	-37%	-$153K	0.01%	477
2023 Q1	$412K	Hold	8,113	–	–	0.03%	338
2022 Q4	$410K	Buy	+8,113	New	+$409K	0.03%	270

Other funds holding JMST

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

SageView Advisory Group's JMST Position: Q2 2026 in Review

SageView Advisory Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 6,574 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #467.

SageView Advisory Group first reported a position in JMST in Q4 2022 and has held it in 10 quarters since. The position peaked at $412K in Q1 2023. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

SageView Advisory Group held 6,574 shares of JPMorgan Ultra-Short Municipal Income ETF worth $335K as of Q2 2026.
SageView Advisory Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #467 holding.
SageView Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $412K in Q1 2023.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.