AssetMark Inc
JPIE icon

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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc's JPIE Position: Q2 2026 in Review

AssetMark Inc held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 15 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

AssetMark Inc first reported a position in JPIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.3K in Q4 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • AssetMark Inc held 15 shares of JPMorgan Income ETF worth $691 as of Q2 2026.
  • AssetMark Inc left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3228 holding.
  • AssetMark Inc first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 5 quarters since.
  • AssetMark Inc's JPMorgan Income ETF position peaked at $22.3K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.