JMST β€” JPMORGAN ULTRA SHRT

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

AI Ownership Summary

Salomon & Ludwin, LLC reported JPMORGAN ULTRA SHRT (JMST) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.52% in 2024 Q4. The latest visible filing shows JMST at 5.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in JPMORGAN ULTRA SHRT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JMST was reported at 5.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,172,070 +22,032 +1.9% 5.28% $59.7M 2026-02-14 (Est.) $51.01
2025 Q3 ADDED 1,150,038 +133,284 +13.1% 5.27% $58.6M 2025-10-21 $50.42
2025 Q2 REDUCED 1,016,754 -482 -0.0% 5.10% $51.7M 2025-07-29 $50.09
2025 Q1 REDUCED 1,017,236 -10,300 -1.0% 5.51% $51.7M 2025-04-28 $49.53
2024 Q4 ADDED 1,027,536 +7,925 +0.8% 5.52% $52.1M 2025-01-30 $49.27
2024 Q3 ADDED 1,019,611 +830,218 +438.4% 5.29% $51.9M 2024-10-24 $48.79
2024 Q2 ADDED 189,393 +44,710 +30.9% 1.07% $9.6M 2024-07-25 $48.42
2024 Q1 INITIATED 144,683 β€” β€” 0.63% $7.4M 2024-05-02 $47.90

FAQ About Salomon & Ludwin, LLC and JMST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning JMST?

Salomon & Ludwin, LLC reported JMST across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JMST position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for JMST was 5.52% in 2024 Q4.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 1,172,070 shares, equal to 5.28% of portfolio, with an estimated market value of $59.7M.

What does the chart on this JMST ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly JMST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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