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

Helen Stephens Group, LLC

$352 Million
Q1 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 255,491 shares of JMUB stock, worth $12.7 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

255,491

Previous 249,929 2.23%

Holding current value

$12.7 Million

Previous $12.5 Million 1.92%

% of portfolio

3.62%

Previous 3.72%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

329

Shares Held

36.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

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