AssetMark Inc
JFLI

AssetMark Inc’s JPMorgan Flexible Income ETF JFLI Stock Holding History

AssetMark Inc’s Portfolio JFLI Stock Details JFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.56M Sell
83,842
-959
-1% -$50.9K 0.01% 749
2026
Q1 		$4.25M Buy
+84,801
New +$4.37M 0.01% 707

Other funds holding JFLI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

AssetMark Inc's JFLI Position: Q2 2026 in Review

AssetMark Inc reduced its JPMorgan Flexible Income ETF (JFLI) stake by 1.1% in Q2 2026, selling an estimated $50.9K and leaving 83,842 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #749.

AssetMark Inc first reported a position in JFLI in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • AssetMark Inc held 83,842 shares of JPMorgan Flexible Income ETF worth $4.56M as of Q2 2026.
  • AssetMark Inc sold 959 JPMorgan Flexible Income ETF shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Flexible Income ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #749 holding.
  • AssetMark Inc first reported a position in JPMorgan Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

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