JMST JPMORGAN ULTRA SHRT

Ownership history in Salomon & Ludwin, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in JPMORGAN ULTRA SHRT (JMST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.52% (2024 Q4)
Avg. % of fund
4.21%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,172,070 +22,032 +1.9% 5.28% $59.7M $50.73
2025 Q3 ADDED 1,150,038 +133,284 +13.1% 5.27% $58.6M $50.38
2025 Q2 REDUCED 1,016,754 -482 -0.0% 5.10% $51.7M $49.91
2025 Q1 REDUCED 1,017,236 -10,300 -1.0% 5.51% $51.7M $49.46
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JMST price (monthly, adj. close)
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