Sky Oak Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

A detailed history of Sky Oak Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 59,022 shares of JMST stock, worth $3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

59,022

Previous 68,907 14.35%

Holding current value

$3 Million

Previous $3.49 Million 14.11%

% of portfolio

0.66%

Previous 0.75%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$50.72 - $50.92 $501,367 - $503,344	-9,885 Reduced 14.35%	59,022 $3 Million
Q4 2024 Jan 24, 2025	BUY	$50.67 - $50.9 $736,133 - $739,475	14,528 Added 26.72%	68,907 $3.49 Million
Q3 2024 Nov 04, 2024	SELL	$50.61 - $50.96 $209,980 - $211,433	-4,149 Reduced 7.09%	54,379 $2.77 Million
Q2 2024 Aug 12, 2024	SELL	$50.57 - $50.75 $187,513 - $188,181	-3,708 Reduced 5.96%	58,528 $2.97 Million
Q1 2024 Apr 29, 2024	BUY	$50.62 - $50.84 $867,930 - $871,702	17,146 Added 38.03%	62,236 $3.16 Million
Q4 2023 Jan 12, 2024	BUY	$50.29 - $50.88 $325,728 - $329,549	6,477 Added 16.77%	45,090 $2.29 Million
Q2 2023 Jul 20, 2023	SELL	$50.49 - $50.76 $384,228 - $386,283	-7,610 Reduced 16.46%	38,613 $1.96 Million
Q1 2023 May 02, 2023	BUY	$50.47 - $50.79 $230,294 - $231,754	4,563 Added 10.95%	46,223 $2.35 Million
Q4 2022 Jan 26, 2023	BUY	$50.24 - $50.61 $209,149 - $210,689	4,163 Added 11.1%	41,660 $0
Q3 2022 Oct 25, 2022	SELL	$50.25 - $50.72 $216,024 - $218,045	-4,299 Reduced 10.29%	37,497 $1.89 Million
Q2 2022 Jul 26, 2022	SELL	$50.42 - $50.72 $2.2 Million - $2.21 Million	-43,540 Reduced 51.02%	41,796 $2.12 Million
Q1 2022 Apr 18, 2022	SELL	$50.56 - $51.05 $78,014 - $78,770	-1,543 Reduced 1.78%	85,336 $4.32 Million
Q4 2021 Jan 24, 2022	BUY	$50.99 - $51.08 $557,065 - $558,049	10,925 Added 14.38%	86,879 $4.44 Million
Q3 2021 Oct 21, 2021	BUY	$51.03 - $51.1 $1.03 Million - $1.03 Million	20,099 Added 35.98%	75,954 $3.88 Million
Q2 2021 Jul 19, 2021	BUY	$51.02 - $51.09 $398,619 - $399,166	7,813 Added 16.26%	55,855 $2.85 Million
Q1 2021 Apr 29, 2021	SELL	$51.0 - $51.08 $51,765 - $51,846	-1,015 Reduced 2.07%	48,042 $2.45 Million
Q4 2020 Feb 02, 2021	BUY	$50.98 - $51.08 $375,569 - $376,306	7,367 Added 17.67%	49,057 $2.5 Million
Q3 2020 Nov 03, 2020	BUY	$50.93 - $51.06 $948,061 - $950,481	18,615 Added 80.67%	41,690 $2.13 Million
Q2 2020 Aug 10, 2020	SELL	$50.01 - $50.99 $155,031 - $158,069	-3,100 Reduced 11.84%	23,075 $1.18 Million
Q1 2020 May 04, 2020	BUY	$49.43 - $50.65 $648,768 - $664,781	13,125 Added 100.57%	26,175 $1.32 Million
Q4 2019 Feb 04, 2020	BUY	$50.42 - $50.53 $657,981 - $659,416	13,050 New	13,050 $659,000

Others Institutions Holding JMST

# of Institutions

529

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Sky Oak Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History