Helen Stephens Group, LLC JMUB Holdings History
Helen Stephens Group, LLC's JPMorgan Municipal ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 311,415.00 shares of JPMorgan Municipal ETF(JMUB), totaling $15.46 Mil. This investment constitutes 3.84% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.51% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2022Q1. And since then Helen Stephens Group, LLC has made 12 purchases of JMUB, at an average price of $49.92, for a total of 320,553.00 shares. In addition, there have been 2 sales at an average price of $50.21 for 9,138.00 shares. Based on historical transaction data and JMUB's current price of $49.09, Helen Stephens Group, LLC's estimated gain on his JMUB holdings is $-255,374.90, reflecting a -1.60% gain to date.
Helen Stephens Group, LLC JMUB ($49.09) Holding Chart
Helen Stephens Group, LLC JMUB ($49.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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