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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

HWM

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

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

RCA

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Crossmark Global Holdings's JMST Position: Q4 2025 in Review

Crossmark Global Holdings sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 13,960 shares — an estimated $712K sold.

Crossmark Global Holdings first reported a position in JMST in Q4 2020 and held it in 5 quarters. The position peaked at $1.52M in Q1 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Crossmark Global Holdings reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 13,960 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $712K.
Crossmark Global Holdings first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 5 quarters.
Crossmark Global Holdings's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.52M in Q1 2025.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.