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Sigma Planning Corp’s JPMorgan Municipal ETF JMUB Stock Holding History

Sigma Planning Corp’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 		$817K Buy
16,335
+1,656
+11% +$84K 0.02% 655
2025
Q4 		$741K Buy
14,679
+2,622
+22% +$133K 0.02% 642
2025
Q3 		$609K Buy
12,057
+926
+8% +$46K 0.02% 729
2025
Q2 		$553K Buy
11,131
+2,564
+30% +$127K 0.02% 743
2025
Q1 		$428K Sell
8,567
-413
-5% -$20.8K 0.01% 796
2024
Q4 		$450K Buy
8,980
+498
+6% +$25.2K 0.01% 775
2024
Q3 		$435K Sell
8,482
-521
-6% -$26.5K 0.01% 791
2024
Q2 		$454K Buy
9,003
+309
+4% +$15.5K 0.01% 762
2024
Q1 		$441K Buy
+8,694
New +$441K 0.01% 809
2023
Q4 		– Sell
-7,047
Closed -$341K – 1031
2023
Q3 		$341K Buy
+7,047
New +$350K 0.01% 869

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

Sigma Planning Corp's JMUB Position: Q1 2026 in Review

Sigma Planning Corp increased its JPMorgan Municipal ETF (JMUB) stake by 11% in Q1 2026, buying an estimated $84K and bringing the position to 16,335 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #655.

Sigma Planning Corp first reported a position in JMUB in Q3 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

  • Sigma Planning Corp held 16,335 shares of JPMorgan Municipal ETF worth $817K as of Q1 2026.
  • Sigma Planning Corp bought 1,656 JPMorgan Municipal ETF shares in Q1 2026, an estimated $84K.
  • JPMorgan Municipal ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #655 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.