Oak Harvest Investment Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
239,415
+18,861
| +9% | +$960K | 1.53% | 17 |
|
|
2025
Q1 | $11.2M | Buy |
220,554
+30,278
| +16% | +$1.54M | 1.57% | 13 |
|
|
2024
Q4 | $9.65M | Buy |
190,276
+10,352
| +6% | +$525K | 1.34% | 21 |
|
|
2024
Q3 | $9.17M | Buy |
179,924
+22,490
| +14% | +$1.15M | 1.32% | 25 |
|
|
2024
Q2 | $7.99M | Buy |
157,434
+2,118
| +1% | +$107K | 1.24% | 32 |
|
|
2024
Q1 | $7.88M | Buy |
155,316
+24,874
| +19% | +$1.26M | 1.29% | 30 |
|
|
2023
Q4 | $6.62M | Buy |
130,442
+9,033
| +7% | +$458K | 1.32% | 30 |
|
|
2023
Q3 | $6.13M | Buy |
121,409
+43,073
| +55% | +$2.17M | 1.3% | 31 |
|
|
2023
Q2 | $3.97M | Buy |
78,336
+63,355
| +423% | +$3.21M | 0.89% | 41 |
|
|
2023
Q1 | $761K | Buy |
+14,981
| New | +$761K | 0.18% | 74 |
|