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
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 		$99.9M 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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc's JIRE Position: Q1 2026 in Review

AssetMark Inc reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 0.58% in Q1 2026, selling an estimated $681K and leaving 1,481,556 shares worth $112M. The position accounts for 0.23% of the portfolio, ranked #74.

AssetMark Inc first reported a position in JIRE in Q2 2022 and has held it in 16 quarters since. The position peaked at $153M in Q1 2023. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • AssetMark Inc held 1,481,556 shares of JPMorgan International Research Enhanced Equity ETF worth $112M as of Q1 2026.
  • AssetMark Inc sold 8,712 JPMorgan International Research Enhanced Equity ETF shares in Q1 2026, an estimated $681K.
  • JPMorgan International Research Enhanced Equity ETF made up 0.23% of AssetMark Inc's portfolio in Q1 2026, its #74 holding.
  • AssetMark Inc first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • AssetMark Inc's JPMorgan International Research Enhanced Equity ETF position peaked at $153M in Q1 2023.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.