Ritter Daniher Financial Advisory LLC Jp Morgan Ultra Short Mun Inco Transaction History

Ritter Daniher Financial Advisory LLC

$511 Million
Q3 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 11,324 shares of JMST stock, worth $576,618. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,324

Previous 8,189 38.28%

Holding current value

$576,618

Previous $416,000 38.7%

% of portfolio

0.11%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$50.81 - $51.07 $159,289 - $160,104	3,135 Added 38.28%	11,324 $577,000
Q2 2025 Aug 11, 2025	BUY	$50.52 - $50.92 $69,768 - $70,320	1,381 Added 20.28%	8,189 $416,000
Q1 2025 May 09, 2025	SELL	$50.72 - $50.92 $72,377 - $72,662	-1,427 Reduced 17.33%	6,808 $346,000
Q3 2024 Nov 07, 2024	SELL	$50.61 - $50.96 $521,283 - $524,888	-10,300 Reduced 55.57%	8,235 $419,000
Q2 2024 Aug 12, 2024	SELL	$50.57 - $50.75 $96,083 - $96,425	-1,900 Reduced 9.3%	18,535 $940,000

Q1 2024 May 13, 2024	SELL	$50.62 - $50.84 $495,772 - $497,926	-9,794 Reduced 32.4%	20,435 $1.04 Million
Q4 2023 Feb 09, 2024	SELL	$50.29 - $50.88 $1.3 Million - $1.32 Million	-25,870 Reduced 46.11%	30,229 $1.53 Million
Q3 2023 Nov 09, 2023	SELL	$50.45 - $50.66 $654,386 - $657,110	-12,971 Reduced 18.78%	56,099 $2.83 Million
Q2 2023 Aug 10, 2023	SELL	$50.49 - $50.76 $825,864 - $830,281	-16,357 Reduced 19.15%	69,070 $3.5 Million
Q1 2023 May 11, 2023	SELL	$50.47 - $50.79 $812,466 - $817,617	-16,098 Reduced 15.86%	85,427 $4.34 Million
Q4 2022 Feb 10, 2023	SELL	$50.24 - $50.61 $5.36 Million - $5.4 Million	-106,674 Reduced 51.24%	101,525 $5.13 Million
Q3 2022 Nov 09, 2022	BUY	$50.25 - $50.72 $15,024 - $15,165	299 Added 0.14%	208,199 $10.5 Million
Q2 2022 Aug 11, 2022	BUY	$50.42 - $50.72 $10.5 Million - $10.5 Million	207,900 New	207,900 $10.5 Million

Others Institutions Holding JMST

# of Institutions

556

Shares Held

60.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Ritter Daniher Financial Advisory LLC Jp Morgan Ultra Short Mun Inco Transaction History