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

Stone Point Wealth LLC

$347 Million
Q3 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 5,416 shares of JMUB stock, worth $273,941. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,416

Previous 6,577 17.65%

Holding current value

$273,941

Previous $326,000 16.26%

% of portfolio

0.08%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$49.09 - $50.58 $56,993 - $58,723	-1,161 Reduced 17.65%	5,416 $273,000
Q2 2025 Jul 17, 2025	SELL	$48.46 - $50.2 $116,304 - $120,480	-2,400 Reduced 26.73%	6,577 $326,000
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

425

Shares Held

65.2M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

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.

Account

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