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
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SageView Advisory Group's JMST Position: Q4 2025 in Review

SageView Advisory Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q4 2025 at 6,574 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #449.

SageView Advisory Group first reported a position in JMST in Q4 2022 and has held it in 8 quarters since. The position peaked at $412K in Q1 2023. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

SageView Advisory Group held 6,574 shares of JPMorgan Ultra-Short Municipal Income ETF worth $335K as of Q4 2025.
SageView Advisory Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q4 2025.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #449 holding.
SageView Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 8 quarters since.
SageView Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $412K in Q1 2023.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.