AssetMark Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

AssetMark Inc’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Sell	2,325 -364	-14%	-$17.1K	﹤0.01%	1600
2026 Q1	$127K	Sell	2,689 -2,379	-47%	-$113K	﹤0.01%	1466
2025 Q4	$240K	Buy	5,068 +206	+4%	+$9.8K	﹤0.01%	1263
2025 Q3	$231K	Buy	4,862 +4,856	+80,933%	+$229K	﹤0.01%	1239
2025 Q2	$282	Buy	+6	New	+$279	﹤0.01%	2830
2025 Q1	–	Sell	-1,081	Closed	-$49.8K	–	2686
2024 Q4	$49.8K	Buy	+1,081	New	+$50.7K	﹤0.01%	1424

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

AssetMark Inc's JCPB Position: Q2 2026 in Review

AssetMark Inc reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q2 2026, selling an estimated $17.1K and leaving 2,325 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

AssetMark Inc first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $240K in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

AssetMark Inc held 2,325 shares of JPMorgan Core Plus Bond ETF worth $109K as of Q2 2026.
AssetMark Inc sold 364 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $17.1K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1600 holding.
AssetMark Inc first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
AssetMark Inc's JPMorgan Core Plus Bond ETF position peaked at $240K in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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