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SageView Advisory Group’s JPMorgan Municipal ETF JMUB Stock Holding History

SageView Advisory Group’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
2025
Q4 		$326K Buy
6,461
+67
+1% +$3.39K 0.01% 458
2025
Q3 		$323K Buy
6,394
+10
+0.2% +$497 0.01% 494
2025
Q2 		$314K Hold
6,384
– – 0.01% 479
2025
Q1 		$319K Buy
+6,384
New +$321K 0.01% 458

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SageView Advisory Group increased its JPMorgan Municipal ETF (JMUB) stake by 1% in Q4 2025, buying an estimated $3.39K and bringing the position to 6,461 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #458.

SageView Advisory Group first reported a position in JMUB in Q1 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold JMUB as of Q4 2025.

  • SageView Advisory Group held 6,461 shares of JPMorgan Municipal ETF worth $326K as of Q4 2025.
  • SageView Advisory Group bought 67 JPMorgan Municipal ETF shares in Q4 2025, an estimated $3.39K.
  • JPMorgan Municipal ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #458 holding.
  • SageView Advisory Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q4 2025.

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