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Crossmark Global Holdings’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Crossmark Global Holdings’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
2025
Q4 		– Sell
-13,960
Closed -$712K – 1281
2025
Q3 		$712K Sell
13,960
-14,543
-51% -$741K 0.01% 754
2025
Q2 		$1.45M Sell
28,503
-1,480
-5% -$75.1K 0.02% 511
2025
Q1 		$1.52M Buy
+29,983
New +$1.52M 0.03% 488
2021
Q3 		– Sell
-3,919
Closed -$200K – 1417
2021
Q2 		$200K Buy
+3,919
New +$200K ﹤0.01% 1380
2021
Q1 		– Sell
-11,395
Closed -$582K – 1420
2020
Q4 		$582K Buy
+11,395
New +$581K 0.01% 778

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return