AssetMark Inc’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

AssetMark Inc’s Portfolio JPMB Stock Details JPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$79	–	3613
2026 Q1	$79	Buy	+2	New	+$80	﹤0.01%	3386
2025 Q4	–	Sell	-179	Closed	-$7.22K	–	3433
2025 Q3	$7.22K	Buy	+179	New	+$7.07K	﹤0.01%	2225
2023 Q4	–	Sell	-14	Closed	-$522	–	1943
2023 Q3	$522	Buy	+14	New	+$538	﹤0.01%	1583

Other funds holding JPMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

AssetMark Inc's JPMB Position: Q2 2026 in Review

AssetMark Inc sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2026, closing a stake of 2 shares — an estimated $79 sold.

AssetMark Inc first reported a position in JPMB in Q3 2023 and held it in 3 quarters. The position peaked at $7.22K in Q3 2025. 37 funds tracked by Wall St. Rank hold JPMB as of Q2 2026.

AssetMark Inc reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 2 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2026, an estimated $79.
AssetMark Inc first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2023 and held it in 3 quarters.
AssetMark Inc's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $7.22K in Q3 2025.
37 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2026.

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