AssetMark Inc’s JPMorgan Income ETF JPIE Stock Holding History

AssetMark Inc’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$359	Sell	8 -7	-47%	-$320	﹤0.01%	3495
2026 Q2	$691	Hold	15	–	–	﹤0.01%	3228
2026 Q1	$691	Sell	15 -13	-46%	-$602	﹤0.01%	3118
2025 Q4	$1.3K	Sell	28 -5	-15%	-$232	﹤0.01%	2876
2025 Q3	$1.53K	Buy	+33	New	+$1.53K	﹤0.01%	2687
2025 Q1	–	Sell	-488	Closed	-$22.3K	–	2691
2024 Q4	$22.3K	Buy	+488	New	+$22.4K	﹤0.01%	1626

Other funds holding JPIE

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

AssetMark Inc's JPIE Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan Income ETF (JPIE) stake by 47% in Q3 2026, selling an estimated $320 and leaving 8 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

AssetMark Inc first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.3K in Q4 2024. 270 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

AssetMark Inc held 8 shares of JPMorgan Income ETF worth $359 as of Q3 2026.
AssetMark Inc sold 7 JPMorgan Income ETF shares in Q3 2026, an estimated $320.
JPMorgan Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3495 holding.
AssetMark Inc first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
AssetMark Inc's JPMorgan Income ETF position peaked at $22.3K in Q4 2024.
270 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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