Ritter Daniher Financial Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio JMST Stock Details JMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$985K	Buy	19,320 +8	+0%	+$407	0.15%	74
2026 Q1	$985K	Buy	19,312 +2,839	+17%	+$145K	0.17%	73
2025 Q4	$839K	Buy	16,473 +5,149	+45%	+$262K	0.14%	78
2025 Q3	$578K	Buy	11,324 +3,135	+38%	+$160K	0.1%	92
2025 Q2	$417K	Buy	8,189 +1,381	+20%	+$70.1K	0.1%	60
2025 Q1	$346K	Sell	6,808 -1,427	-17%	-$72.5K	0.09%	65
2024 Q4	$418K	Hold	8,235	–	–	0.12%	55
2024 Q3	$419K	Sell	8,235 -10,300	-56%	-$524K	0.12%	58
2024 Q2	$941K	Sell	18,535 -1,900	-9%	-$96.2K	0.3%	30
2024 Q1	$1.04M	Sell	20,435 -9,794	-32%	-$497K	0.34%	26
2023 Q4	$1.53M	Sell	30,229 -25,870	-46%	-$1.31M	0.57%	15
2023 Q3	$2.83M	Sell	56,099 -12,971	-19%	-$656K	1.2%	11
2023 Q2	$3.5M	Sell	69,070 -16,357	-19%	-$828K	1.45%	11
2023 Q1	$4.34M	Sell	85,427 -16,098	-16%	-$815K	1.91%	11
2022 Q4	$5.13M	Sell	101,525 -106,674	-51%	-$5.38M	2.44%	9
2022 Q3	$10.5M	Buy	208,199 +299	+0.1%	+$15.1K	7.5%	3
2022 Q2	$10.5M	Buy	207,900 +187,996	+945%	+$9.5M	7.49%	4
2022 Q1	$1.01M	Buy	19,904 +2,003	+11%	+$102K	0.7%	18
2021 Q4	$914K	Buy	17,901 +9,001	+101%	+$459K	0.61%	20
2021 Q3	$455K	Buy	8,900 +8,500	+2,125%	+$434K	0.33%	30
2021 Q2	$20K	Buy	+400	New	+$20.4K	0.01%	131

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ritter Daniher Financial Advisory's JMST Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.04% in Q2 2026, buying an estimated $407 and bringing the position to 19,320 shares worth $985K. The position accounts for 0.15% of the portfolio, ranked #74.

Ritter Daniher Financial Advisory first reported a position in JMST in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q2 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Ritter Daniher Financial Advisory held 19,320 shares of JPMorgan Ultra-Short Municipal Income ETF worth $985K as of Q2 2026.
Ritter Daniher Financial Advisory bought 8 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $407.
JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #74 holding.
Ritter Daniher Financial Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 21 quarters since.
Ritter Daniher Financial Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $10.5M in Q2 2022.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.