Stone Point Wealth LLC Jp Morgan Tr Mun ETF (De) Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,977 shares of JMUB stock, worth $443,912. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,977
Previous 8,511 5.48%
Holding current value
$443,912
Previous $426,000 5.16%
% of portfolio
0.15%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$49.69 - $50.76 $23,155 - $23,654
466 Added 5.48%
8,977 $448,000
Q4 2024

Jan 28, 2025
SELL
$50.02 - $51.24 $49,269 - $50,471
-985 Reduced 10.37%
8,511 $426,000
Q3 2024

Oct 31, 2024
BUY
$50.15 - $51.27 $15,045 - $15,381
300 Added 3.26%
9,496 $486,000
Q2 2024

Jul 30, 2024
BUY
$49.92 - $50.63 $27,705 - $28,099
555 Added 6.42%
9,196 $463,000
Q1 2024

May 01, 2024
BUY
$50.54 - $51.04 $155,410 - $156,948
3,075 Added 55.25%
8,641 $438,000
Q4 2023

Jan 26, 2024
SELL
$47.66 - $51.17 $3,002 - $3,223
-63 Reduced 1.12%
5,566 $283,000
Q3 2023

Oct 25, 2023
BUY
$48.34 - $50.47 $272,105 - $284,095
5,629 New
5,629 $272,000

Others Institutions Holding JMUB

# of Institutions
349
Shares Held
44.2M
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 Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email