AssetMark Inc’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

AssetMark Inc’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$198K	Hold	3,130	–	–	﹤0.01%	1464
2026 Q2	$197K	Hold	3,130	–	–	﹤0.01%	1447
2026 Q1	$194K	Buy	+3,130	New	+$200K	﹤0.01%	1357
2021 Q1	–	Sell	-45	Closed	-$2K	–	1438
2020 Q4	$2K	Sell	45 -206,862	-100%	-$10.5M	﹤0.01%	1213
2020 Q3	$9.7M	Sell	206,907 -114,232	-36%	-$5.54M	0.06%	198
2020 Q2	$14.8M	Sell	321,139 -99,474	-24%	-$4.36M	0.11%	166
2020 Q1	$16.7M	Buy	420,613 +99,619	+31%	+$5.07M	0.14%	132
2019 Q4	$18.3M	Buy	320,994 +94,572	+42%	+$5.16M	0.14%	146
2019 Q3	$11.9M	Sell	226,422 -28,782	-11%	-$1.55M	0.1%	182
2019 Q2	$14.2M	Buy	255,204 +109,123	+75%	+$5.94M	0.12%	154
2019 Q1	$7.92M	Buy	146,081 +83,756	+134%	+$4.5M	0.07%	186
2018 Q4	$3.17M	Sell	62,325 -23,648	-28%	-$1.22M	0.03%	230
2018 Q3	$4.65M	Sell	85,973 -61,764	-42%	-$3.36M	0.04%	230
2018 Q2	$7.98M	Buy	147,737 +83,089	+129%	+$4.81M	0.08%	180
2018 Q1	$3.92M	Buy	+64,648	New	+$3.97M	0.04%	230

Other funds holding JPEM

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

AssetMark Inc's JPEM Position: Q3 2026 in Review

AssetMark Inc held its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) position steady in Q3 2026 at 3,130 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

AssetMark Inc first reported a position in JPEM in Q1 2018 and has held it in 15 quarters since. The position peaked at $18.3M in Q4 2019. 32 funds tracked by Wall St. Rank hold JPEM as of Q3 2026.

AssetMark Inc held 3,130 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $198K as of Q3 2026.
AssetMark Inc left its JPMorgan Diversified Return Emerging Markets Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return Emerging Markets Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1464 holding.
AssetMark Inc first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2018 and has held it in 15 quarters since.
AssetMark Inc's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $18.3M in Q4 2019.
32 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2026.

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