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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AssetMark Inc's JPMB Position: Q1 2026 in Review

AssetMark Inc opened a new position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q1 2026: 2 shares worth $79. The stake represents ﹤0.01% of the portfolio and ranks #3386 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in JPMB as recently as Q3 2025.

AssetMark Inc first reported a position in JPMB in Q3 2023 and has held it in 3 quarters since. The position peaked at $7.22K in Q3 2025. 39 funds tracked by Wall St. Rank hold JPMB as of Q1 2026.

AssetMark Inc held 2 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $79 as of Q1 2026.
JPMorgan USD Emerging Markets Sovereign Bond ETF was a new AssetMark Inc position in Q1 2026.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3386 holding.
AssetMark Inc first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2023 and has held it in 3 quarters since.
AssetMark Inc's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $7.22K in Q3 2025.
39 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.