SEC 13F Intelligence

Ritter Daniher Financial Advisory LLC / De / JPM

Ritter Daniher Financial Advisory LLC / De’s Jpmorgan Chase & Co Position

Does Ritter Daniher Financial Advisory LLC / De own Jpmorgan Chase & Co (JPM)? Yes — 20.2K shares worth $7M (+1.01% of its 13F portfolio) as of Q2 2026, down from 20.4K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
20.2K
% of Portfolio
+1.01%
Quarters Held
17
currently held

Position History JPM

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $6MQ1 ’26Q2 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202620.2K$7M+1.01%
Q1 202620.4K$6M+1.02%
Q4 202520.4K$7M+1.10%
Q3 202521.1K$7M+1.17%
Q2 202519.3K$6M+1.37%
Q1 202519.2K$5M+1.28%
Q4 202419.3K$5M+1.31%
Q3 202419.6K$4M+1.20%
Q2 202419.7K$4M+1.27%
Q1 202419.6K$4M+1.30%
Q4 202319.5K$3M+1.23%
Q3 202318.1K$3M+1.11%
Q2 202317.2K$2M+1.03%
Q1 202316.4K$2M+0.94%
Q4 202216.4K$2M+1.05%
Q3 202216.5K$2M+1.23%
Q2 202216.5K$2M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ritter Daniher Financial Advisory LLC / De’s full portfolio or all institutional holders of JPM.