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 Q3	$7.79K	Sell	174 -2,151	-93%	-$99.1K	﹤0.01%	2609
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

AssetMark Inc's JCPB Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 93% in Q3 2026, selling an estimated $99.1K and leaving 174 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

AssetMark Inc first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $240K in Q4 2025. 325 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

AssetMark Inc held 174 shares of JPMorgan Core Plus Bond ETF worth $7.79K as of Q3 2026.
AssetMark Inc sold 2,151 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $99.1K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2609 holding.
AssetMark Inc first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
AssetMark Inc's JPMorgan Core Plus Bond ETF position peaked at $240K in Q4 2025.
325 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

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