AssetMark Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

AssetMark Inc’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.07M	Sell	40,509 -964	-2%	-$50.6K	﹤0.01%	941
2026 Q2	$2.22M	Buy	41,473 +1,217	+3%	+$65.1K	﹤0.01%	930
2026 Q1	$2.16M	Buy	40,256 +292	+0.7%	+$15.8K	﹤0.01%	871
2025 Q4	$2.16M	Buy	39,964 +38,414	+2,478%	+$2.08M	﹤0.01%	837
2025 Q3	$83.9K	Buy	1,550 +526	+51%	+$28.2K	﹤0.01%	1486
2025 Q2	$54.9K	Buy	+1,024	New	+$54.2K	﹤0.01%	1535

Other funds holding JBND

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

AssetMark Inc's JBND Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan Active Bond ETF (JBND) stake by 2.3% in Q3 2026, selling an estimated $50.6K and leaving 40,509 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #941.

AssetMark Inc first reported a position in JBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2026. 173 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

AssetMark Inc held 40,509 shares of JPMorgan Active Bond ETF worth $2.07M as of Q3 2026.
AssetMark Inc sold 964 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $50.6K.
JPMorgan Active Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #941 holding.
AssetMark Inc first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's JPMorgan Active Bond ETF position peaked at $2.22M in Q2 2026.
173 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.