AssetMark Inc
JIRE icon

AssetMark Inc’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

AssetMark Inc’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109M Sell
1,321,342
-73,318
-5% -$6.13M 0.18% 102
2026
Q2 		$115M Sell
1,394,660
-86,896
-6% -$6.97M 0.2% 87
2026
Q1 		$112M Sell
1,481,556
-8,712
-0.6% -$681K 0.23% 74
2025
Q4 		$112M Sell
1,490,268
-87,360
-6% -$6.52M 0.23% 75
2025
Q3 		$116M Sell
1,577,628
-126,897
-7% -$9.1M 0.25% 68
2025
Q2 		$121M Buy
1,704,525
+192,582
+13% +$12.8M 0.28% 61
2025
Q1 		$96.3M Sell
1,511,943
-74,099
-5% -$4.64M 0.26% 69
2024
Q4 		$92.8M Buy
1,586,042
+16,797
+1% +$1.05M 0.25% 71
2024
Q3 		$104M Sell
1,569,245
-254,307
-14% -$16.3M 0.3% 67
2024
Q2 		$114M Buy
1,823,552
+227,821
+14% +$14.2M 0.35% 51
2024
Q1 		$100M Sell
1,595,731
-9,762
-0.6% -$584K 0.32% 66
2023
Q4 		$93.8M Sell
1,605,493
-80,154
-5% -$4.47M 0.34% 60
2023
Q3 		$91.6M Sell
1,685,647
-792,585
-32% -$44.8M 0.37% 59
2023
Q2 		$142M Sell
2,478,232
-304,449
-11% -$17.2M 0.56% 40
2023
Q1 		$153M Sell
2,782,681
-69,217
-2% -$3.72M 0.63% 37
2022
Q4 		$143M Sell
2,851,898
-252,953
-8% -$12.3M 0.62% 39
2022
Q3 		$135M Buy
3,104,851
+362,976
+13% +$17.6M 0.63% 39
2022
Q2 		$132M Buy
+2,741,875
New +$133M 0.59% 42

Other funds holding JIRE

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
New England Professional Planning Group
New England Professional Planning Group Westerly, Rhode Island $263M AUM 13.79% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

AssetMark Inc's JIRE Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 5.3% in Q3 2026, selling an estimated $6.13M and leaving 1,321,342 shares worth $109M. The position accounts for 0.18% of the portfolio, ranked #102.

AssetMark Inc first reported a position in JIRE in Q2 2022 and has held it in 18 quarters since. The position peaked at $153M in Q1 2023. 137 funds tracked by Wall St. Rank hold JIRE as of Q3 2026.

  • AssetMark Inc held 1,321,342 shares of JPMorgan International Research Enhanced Equity ETF worth $109M as of Q3 2026.
  • AssetMark Inc sold 73,318 JPMorgan International Research Enhanced Equity ETF shares in Q3 2026, an estimated $6.13M.
  • JPMorgan International Research Enhanced Equity ETF made up 0.18% of AssetMark Inc's portfolio in Q3 2026, its #102 holding.
  • AssetMark Inc first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • AssetMark Inc's JPMorgan International Research Enhanced Equity ETF position peaked at $153M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2026.

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