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

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 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 8,189 shares of JMST stock, worth $416,983. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,189
Previous 6,808 20.28%
Holding current value
$416,983
Previous $346,000 20.23%
% of portfolio
0.11%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
543
Shares Held
58.8M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

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