SHGA
JMUB icon

Sand Hill Global Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Sand Hill Global Advisors’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
Q1 		$1.13M Sell
22,700
-2,666
-11% -$135K 0.04% 107
2025
Q4 		$1.28M Buy
25,366
+2,270
+10% +$115K 0.04% 108
2025
Q3 		$1.17M Sell
23,096
-9,527
-29% -$473K 0.04% 111
2025
Q2 		$1.62M Buy
+32,623
New +$1.61M 0.06% 106

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sand Hill Global Advisors's JMUB Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its JPMorgan Municipal ETF (JMUB) stake by 11% in Q1 2026, selling an estimated $135K and leaving 22,700 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #107.

Sand Hill Global Advisors first reported a position in JMUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Sand Hill Global Advisors held 22,700 shares of JPMorgan Municipal ETF worth $1.13M as of Q1 2026.
  • Sand Hill Global Advisors sold 2,666 JPMorgan Municipal ETF shares in Q1 2026, an estimated $135K.
  • JPMorgan Municipal ETF made up 0.04% of Sand Hill Global Advisors's portfolio in Q1 2026, its #107 holding.
  • Sand Hill Global Advisors first reported a position in JPMorgan Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • Sand Hill Global Advisors's JPMorgan Municipal ETF position peaked at $1.62M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.