AssetMark Inc
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AssetMark Inc’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

AssetMark Inc’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9K Buy
499
+267
+115% +$16.4K ﹤0.01% 2038
2026
Q1 		$13.8K Buy
232
+40
+21% +$2.42K ﹤0.01% 2197
2025
Q4 		$10.8K Sell
192
-4
-2% -$225 ﹤0.01% 2191
2025
Q3 		$11K Buy
196
+187
+2,078% +$10.5K ﹤0.01% 2094
2025
Q2 		$491 Buy
9
+3
+50% +$154 ﹤0.01% 2744
2025
Q1 		$292 Buy
+6
New +$299 ﹤0.01% 2488
2024
Q2 		– Sell
-9
Closed -$433 – 2109
2024
Q1 		$433 Sell
9
-16
-64% -$766 ﹤0.01% 1737
2023
Q4 		$1.24K Hold
25
– – ﹤0.01% 1608
2023
Q3 		$1.13K Hold
25
– – ﹤0.01% 1522
2023
Q2 		$1.2K Hold
25
– – ﹤0.01% 1460
2023
Q1 		$1.23K Hold
25
– – ﹤0.01% 1436
2022
Q4 		$1.22K Hold
25
– – ﹤0.01% 1470
2022
Q3 		$1K Hold
25
– – ﹤0.01% 1423
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1405
2022
Q1 		$1K Hold
25
– – ﹤0.01% 1463
2021
Q4 		$1K Hold
25
– – ﹤0.01% 1411
2021
Q3 		$1K Sell
25
-11
-31% -$633 ﹤0.01% 1305
2021
Q2 		$2K Buy
36
+5
+16% +$297 ﹤0.01% 1189
2021
Q1 		$2K Buy
+31
New +$1.76K ﹤0.01% 1158
2019
Q1 		– Sell
-10
Closed – – 1346
2018
Q4 		$0 Buy
+10
New +$463 ﹤0.01% 1431

Other funds holding BBAX

SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's BBAX Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 115% in Q2 2026, buying an estimated $16.4K and bringing the position to 499 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

AssetMark Inc first reported a position in BBAX in Q4 2018 and has held it in 20 quarters since. 74 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

  • AssetMark Inc held 499 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $29.9K as of Q2 2026.
  • AssetMark Inc bought 267 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $16.4K.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2038 holding.
  • AssetMark Inc first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2018 and has held it in 20 quarters since.
  • 74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.