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

Ritter Daniher Financial Advisory LLC

$302 Million
Q1 2024

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 20,435 shares of JMST stock, worth $1.03 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

20,435

Previous 30,229 32.4%

Holding current value

$1.03 Million

Previous $1.53 Million 32.42%

% of portfolio

0.34%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$50.3 - $50.61 $5.37 Million - $5.4 Million	-106,674 Reduced 51.24%	101,525 $5.13 Million
Q3 2022 Nov 09, 2022	BUY	$50.33 - $50.72 $15,048 - $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

414

Shares Held

35.6M

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