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

Helen Stephens Group, LLC

  • $445 Million
  • Q3 2025

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 320,987 shares of JMUB stock, worth $16.2 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
320,987
Previous 311,415 3.07%
Holding current value
$16.2 Million
Previous $15.5 Million 4.67%
% of portfolio
3.64%
Previous 3.85%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$49.09 - $50.58 $469,889 - $484,151
9,572 Added 3.07%
320,987 $16.2 Million
Q2 2025

Jul 02, 2025
BUY
$48.46 - $50.2 $2.71 Million - $2.81 Million
55,924 Added 21.89%
311,415 $15.5 Million
Q1 2025

Apr 23, 2025
BUY
$49.69 - $50.76 $276,375 - $282,327
5,562 Added 2.23%
255,491 $12.8 Million
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
425
Shares Held
65.2M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN TR MUN ETF (DE)

JMUB Quotes by TradingView
  • Ticker JMUB
  • Sector ETFs
  • Industry ETFs
More about JMUB
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email