Sigma Planning Corp
JMUB icon

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
Q3 		$658K Sell
13,839
-4,159
-23% -$206K 0.02% 742
2026
Q2 		$912K Buy
17,998
+1,663
+10% +$83.7K 0.02% 639
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Sigma Planning Corp's JMUB Position: Q3 2026 in Review

Sigma Planning Corp reduced its JPMorgan Municipal ETF (JMUB) stake by 23% in Q3 2026, selling an estimated $206K and leaving 13,839 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #742.

Sigma Planning Corp first reported a position in JMUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $912K in Q2 2026. 322 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

  • Sigma Planning Corp held 13,839 shares of JPMorgan Municipal ETF worth $658K as of Q3 2026.
  • Sigma Planning Corp sold 4,159 JPMorgan Municipal ETF shares in Q3 2026, an estimated $206K.
  • JPMorgan Municipal ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #742 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's JPMorgan Municipal ETF position peaked at $912K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.