AssetMark Inc’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

AssetMark Inc’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$420	Sell	9 -9	-50%	-$429	﹤0.01%	3447
2026 Q2	$870	Hold	18	–	–	﹤0.01%	3178
2026 Q1	$861	Sell	18 -83	-82%	-$4.04K	﹤0.01%	3067
2025 Q4	$4.92K	Buy	101 +74	+274%	+$3.62K	﹤0.01%	2477
2025 Q3	$1.32K	Sell	27 -776	-97%	-$37.8K	﹤0.01%	2730
2025 Q2	$39K	Buy	+803	New	+$38.5K	﹤0.01%	1634

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

AssetMark Inc's JPIB Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 50% in Q3 2026, selling an estimated $429 and leaving 9 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

AssetMark Inc first reported a position in JPIB in Q2 2025 and has held it in 6 quarters since. The position peaked at $39K in Q2 2025. 130 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

AssetMark Inc held 9 shares of JPMorgan International Bond Opportunities ETF worth $420 as of Q3 2026.
AssetMark Inc sold 9 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $429.
JPMorgan International Bond Opportunities ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3447 holding.
AssetMark Inc first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's JPMorgan International Bond Opportunities ETF position peaked at $39K in Q2 2025.
130 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

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