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Crossmark Global Holdings’s JPMorgan Chase JPM Stock Holding History

Crossmark Global Holdings’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.9M Sell
225,657
-12,557
-5% -$3.9M 0.96% 11
2026
Q1 		$70.1M Sell
238,214
-3,780
-2% -$1.15M 1.04% 11
2025
Q4 		$78M Sell
241,994
-5,973
-2% -$1.85M 1.12% 10
2025
Q3 		$78.2M Buy
247,967
+6,518
+3% +$1.94M 1.17% 10
2025
Q2 		$70M Buy
241,449
+32,514
+16% +$8.3M 1.13% 8
2025
Q1 		$51.3M Buy
208,935
+14,416
+7% +$3.68M 0.9% 15
2024
Q4 		$46.6M Sell
194,519
-19,141
-9% -$4.46M 0.85% 17
2024
Q3 		$45.1M Buy
213,660
+1,951
+0.9% +$411K 0.8% 14
2024
Q2 		$42.8M Buy
211,709
+8,778
+4% +$1.72M 0.82% 14
2024
Q1 		$40.6M Sell
202,931
-5,008
-2% -$904K 0.78% 16
2023
Q4 		$35.4M Buy
207,939
+40,529
+24% +$6.14M 0.73% 21
2023
Q3 		$24.4M Buy
167,410
+3,072
+2% +$461K 0.55% 30
2023
Q2 		$25.8M Buy
164,338
+13,001
+9% +$1.79M 0.55% 29
2023
Q1 		$19.7M Sell
151,337
-25
-0% -$3.42K 0.46% 38
2022
Q4 		$20.3M Sell
151,362
-89,659
-37% -$11.4M 0.51% 31
2022
Q3 		$25.2M Buy
241,021
+13,711
+6% +$1.57M 0.7% 18
2022
Q2 		$25.6M Buy
227,310
+30,086
+15% +$3.73M 0.66% 21
2022
Q1 		$26.9M Sell
197,224
-11,773
-6% -$1.74M 0.6% 26
2021
Q4 		$33.1M Buy
208,997
+10,188
+5% +$1.67M 0.72% 17
2021
Q3 		$32.5M Buy
198,809
+3,808
+2% +$597K 0.76% 19
2021
Q2 		$30.3M Buy
195,001
+4,485
+2% +$704K 0.71% 20
2021
Q1 		$29M Sell
190,516
-75,073
-28% -$10.8M 0.72% 17
2020
Q4 		$33.7M Sell
265,589
-26,064
-9% -$2.91M 0.85% 9
2020
Q3 		$28.1M Sell
291,653
-9,107
-3% -$894K 0.79% 17
2020
Q2 		$28.3M Buy
300,760
+82,174
+38% +$7.8M 0.83% 14
2020
Q1 		$19.7M Buy
218,586
+22,741
+12% +$2.76M 0.7% 22
2019
Q4 		$27.3M Sell
195,845
-6,197
-3% -$795K 0.75% 13
2019
Q3 		$23.8M Sell
202,042
-19,765
-9% -$2.24M 0.69% 20
2019
Q2 		$24.8M Sell
221,807
-8,223
-4% -$907K 0.7% 20
2019
Q1 		$23.3M Buy
230,030
+141
+0.1% +$14.5K 0.66% 20
2018
Q4 		$22.4M Sell
229,889
-25,319
-10% -$2.7M 0.7% 17
2018
Q3 		$28.8M Sell
255,208
-11,228
-4% -$1.27M 0.73% 12
2018
Q2 		$27.8M Sell
266,436
-14,393
-5% -$1.58M 0.74% 11
2018
Q1 		$30.9M Sell
280,829
-27,102
-9% -$3.07M 0.8% 9
2017
Q4 		$32.9M Buy
307,931
+2,501
+0.8% +$253K 0.79% 7
2017
Q3 		$29.2M Buy
+305,430
New +$28.2M 0.75% 10
2016
Q3 		$29.2M Buy
+305,430
New +$19.9M 0.75% 10

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Crossmark Global Holdings's JPM Position: Q2 2026 in Review

Crossmark Global Holdings reduced its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, selling an estimated $3.9M and leaving 225,657 shares worth $73.9M. The position accounts for 0.96% of the portfolio, ranked #11.

Crossmark Global Holdings first reported a position in JPM in Q3 2016 and has held it in 37 quarters since. The position peaked at $78.2M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Crossmark Global Holdings held 225,657 shares of JPMorgan Chase worth $73.9M as of Q2 2026.
  • Crossmark Global Holdings sold 12,557 JPMorgan Chase shares in Q2 2026, an estimated $3.9M.
  • JPMorgan Chase made up 0.96% of Crossmark Global Holdings's portfolio in Q2 2026, its #11 holding.
  • Crossmark Global Holdings first reported a position in JPMorgan Chase in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's JPMorgan Chase position peaked at $78.2M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.