Sky Oak Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Sky Oak Wealth, LLC
- $494 Million
- Q2 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 87,990 shares of JMST stock, worth $4.48 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
87,990
Previous 59,022
49.08%
Holding current value
$4.48 Million
Previous $3 Million
49.28%
% of portfolio
0.91%
Previous 0.66%
Shares
22 transactions
Others Institutions Holding JMST
# of Institutions
542Shares Held
56.6MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.61MShares$184 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.13MShares$160 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.32MShares$67.5 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.29MShares$65.8 Million4.28% of portfolio