Yhb Investment Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 87,538 shares of JMST stock, worth $4.45 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

87,538

Previous 63,042 38.86%

Holding current value

$4.45 Million

Previous $3.21 Million 38.24%

% of portfolio

0.37%

Previous 0.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$50.67 - $50.9 $1.24 Million - $1.25 Million	24,496 Added 38.86%	87,538 $4.44 Million
Q3 2024 Oct 22, 2024	BUY	$50.61 - $50.96 $769,575 - $774,897	15,206 Added 31.79%	63,042 $3.21 Million
Q2 2024 Aug 01, 2024	BUY	$50.57 - $50.75 $285,214 - $286,230	5,640 Added 13.37%	47,836 $2.43 Million
Q1 2024 Aug 14, 2024	SELL	$50.62 - $50.84 $285,496 - $286,737	-5,640 Reduced 11.79%	42,196 $2.14 Million
Q1 2024 Apr 26, 2024	BUY	$50.62 - $50.84 $10,427 - $10,473	206 Added 0.49%	42,196 $2.14 Million
Q4 2023 Jan 29, 2024	SELL	$50.29 - $50.88 $901,498 - $912,074	-17,926 Reduced 29.92%	41,990 $2.13 Million
Q3 2023 Oct 23, 2023	SELL	$50.45 - $50.66 $489,617 - $491,655	-9,705 Reduced 13.94%	59,916 $3.02 Million
Q2 2023 Aug 10, 2023	BUY	$50.49 - $50.76 $205,797 - $206,897	4,076 Added 6.22%	69,621 $3.53 Million
Q1 2023 May 08, 2023	SELL	$50.47 - $50.79 $286,013 - $287,826	-5,667 Reduced 7.96%	65,545 $3.33 Million
Q4 2022 Jan 12, 2023	SELL	$50.24 - $50.61 $545,254 - $549,270	-10,853 Reduced 13.22%	71,212 $0
Q3 2022 Nov 03, 2022	SELL	$50.25 - $50.72 $699,379 - $705,920	-13,918 Reduced 14.5%	82,065 $4.13 Million
Q2 2022 Jul 14, 2022	BUY	$50.42 - $50.72 $800,820 - $805,585	15,883 Added 19.83%	95,983 $4.86 Million
Q1 2022 Apr 14, 2022	BUY	$50.56 - $51.05 $1.36 Million - $1.37 Million	26,910 Added 50.59%	80,100 $4.06 Million
Q4 2021 Jan 18, 2022	BUY	$50.99 - $51.08 $651,652 - $652,802	12,780 Added 31.63%	53,190 $2.72 Million
Q3 2021 Oct 28, 2021	BUY	$51.03 - $51.1 $205,906 - $206,188	4,035 Added 11.09%	40,410 $2.06 Million
Q2 2021 Jul 15, 2021	SELL	$51.02 - $51.09 $367,599 - $368,103	-7,205 Reduced 16.53%	36,375 $1.86 Million
Q1 2021 Apr 22, 2021	BUY	$51.0 - $51.08 $516,375 - $517,185	10,125 Added 30.26%	43,580 $2.23 Million
Q4 2020 Jan 21, 2021	BUY	$50.98 - $51.08 $241,900 - $242,374	4,745 Added 16.53%	33,455 $1.71 Million
Q3 2020 Nov 02, 2020	BUY	$50.93 - $51.06 $1.46 Million - $1.47 Million	28,710 New	28,710 $1.46 Million

Others Institutions Holding JMST

# of Institutions

488

Shares Held

51M

Call Options Held

6.5K

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

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Yhb Investment Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History