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

Oak Harvest Investment Services

$867 Million
Q4 2025

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 262,409 shares of JMST stock, worth $13.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

262,409

Previous 246,781 6.33%

Holding current value

$13.4 Million

Previous $12.6 Million 6.08%

% of portfolio

1.54%

Previous 1.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$50.85 - $51.0 $794,683 - $797,028	15,628 Added 6.33%	262,409 $13.4 Million
Q3 2025 Oct 17, 2025	BUY	$50.81 - $51.07 $374,266 - $376,181	7,366 Added 3.08%	246,781 $12.6 Million
Q2 2025 Aug 08, 2025	BUY	$50.52 - $50.92 $952,857 - $960,402	18,861 Added 8.55%	239,415 $12.2 Million
Q1 2025 May 14, 2025	BUY	$50.72 - $50.92 $1.54 Million - $1.54 Million	30,278 Added 15.91%	220,554 $11.2 Million
Q4 2024 Jan 23, 2025	BUY	$50.67 - $50.9 $524,535 - $526,916	10,352 Added 5.75%	190,276 $9.65 Million

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

564

Shares Held

62.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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