AssetMark Inc
JPLD icon

AssetMark Inc’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

AssetMark Inc’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.74K Sell
110
-72
-40% -$3.75K ﹤0.01% 2636
2026
Q1 		$9.5K Hold
182
– – ﹤0.01% 2328
2025
Q4 		$9.5K Buy
+182
New +$9.5K ﹤0.01% 2232

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AssetMark Inc's JPLD Position: Q2 2026 in Review

AssetMark Inc reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 40% in Q2 2026, selling an estimated $3.75K and leaving 110 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

AssetMark Inc first reported a position in JPLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.5K in Q4 2025. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • AssetMark Inc held 110 shares of JPMorgan Limited Duration Bond ETF worth $5.74K as of Q2 2026.
  • AssetMark Inc sold 72 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $3.75K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2636 holding.
  • AssetMark Inc first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • AssetMark Inc's JPMorgan Limited Duration Bond ETF position peaked at $9.5K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

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