Oak Harvest Investment Services Jp Morgan Ultra Short Mun Inco Transaction History

Oak Harvest Investment Services

$694 Million
Q3 2024

A detailed history of Oak Harvest Investment Services transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Oak Harvest Investment Services holds 179,924 shares of JMST stock, worth $9.15 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

179,924

Previous 157,434 14.29%

Holding current value

$9.15 Million

Previous $7.99 Million 14.73%

% of portfolio

1.32%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$50.61 - $50.96 $1.14 Million - $1.15 Million	22,490 Added 14.29%	179,924 $9.17 Million
Q2 2024 Oct 24, 2024	BUY	$50.57 - $50.75 $107,107 - $107,488	2,118 Added 1.36%	157,434 $7.99 Million
Q2 2024 Jul 22, 2024	BUY	$50.57 - $50.75 $107,107 - $107,488	2,118 Added 1.36%	157,434 $7.99 Million
Q1 2024 Oct 24, 2024	SELL	$50.62 - $50.84 $107,213 - $107,679	-2,118 Reduced 1.35%	155,316 $7.88 Million
Q1 2024 Apr 19, 2024	BUY	$50.62 - $50.84 $1.26 Million - $1.26 Million	24,874 Added 19.07%	155,316 $7.88 Million
Q4 2023 Jan 12, 2024	BUY	$50.29 - $50.88 $454,269 - $459,599	9,033 Added 7.44%	130,442 $6.62 Million
Q3 2023 Oct 25, 2023	BUY	$50.45 - $50.66 $2.17 Million - $2.18 Million	43,073 Added 54.98%	121,409 $6.13 Million
Q2 2023 Jul 17, 2023	BUY	$50.49 - $50.76 $3.2 Million - $3.22 Million	63,355 Added 422.9%	78,336 $3.97 Million
Q1 2023 Apr 20, 2023	BUY	$50.47 - $50.79 $756,091 - $760,884	14,981 New	14,981 $760,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.3M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Oak Harvest Investment Services Jp Morgan Ultra Short Mun Inco Transaction History