Helen Stephens Group, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Helen Stephens Group, LLC holds 249,929 shares of JMUB stock, worth $12.5 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
249,929
Previous 197,705 26.42%
Holding current value
$12.5 Million
Previous $10.1 Million 23.65%
% of portfolio
3.72%
Previous 3.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$50.02 - $51.24 $2.61 Million - $2.68 Million
52,224 Added 26.42%
249,929 $12.5 Million
Q3 2024

Oct 08, 2024
BUY
$50.15 - $51.27 $1.31 Million - $1.34 Million
26,221 Added 15.29%
197,705 $10.1 Million
Q2 2024

Jul 10, 2024
SELL
$49.92 - $50.63 $395,166 - $400,787
-7,916 Reduced 4.41%
171,484 $8.64 Million
Q1 2024

Apr 17, 2024
BUY
$50.54 - $51.04 $423,221 - $427,408
8,374 Added 4.9%
179,400 $9.1 Million
Q4 2023

Jan 16, 2024
BUY
$47.66 - $51.17 $191,545 - $205,652
4,019 Added 2.41%
171,026 $8.72 Million
Q3 2023

Oct 30, 2023
SELL
$48.34 - $50.47 $59,071 - $61,674
-1,222 Reduced 0.73%
167,007 $8.08 Million
Q2 2023

Aug 04, 2023
BUY
$49.58 - $51.03 $745,137 - $766,929
15,029 Added 9.81%
168,229 $8.45 Million
Q1 2023

Apr 18, 2023
BUY
$49.57 - $51.03 $619,773 - $638,028
12,503 Added 8.89%
153,200 $7.76 Million
Q4 2022

Feb 14, 2023
BUY
$47.75 - $50.14 $3.15 Million - $3.31 Million
65,972 Added 88.29%
140,697 $6.99 Million
Q3 2022

Oct 11, 2022
BUY
$48.37 - $51.22 $519,735 - $550,358
10,745 Added 16.79%
74,725 $3.62 Million
Q2 2022

Jul 26, 2022
BUY
$49.21 - $51.35 $2.76 Million - $2.88 Million
56,050 Added 706.81%
63,980 $3.19 Million
Q1 2022

Apr 27, 2022
BUY
$51.25 - $54.82 $406,412 - $434,722
7,930 New
7,930 $408,000

Others Institutions Holding JMUB

# of Institutions
313
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN TR MUN ETF (DE)

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