AssetMark Inc
JPME icon

AssetMark Inc’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

AssetMark Inc’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373 Hold
3
– – ﹤0.01% 3344
2026
Q1 		$344 Sell
3
-18
-86% -$2.07K ﹤0.01% 3247
2025
Q4 		$2.28K Buy
21
+18
+600% +$1.95K ﹤0.01% 2742
2025
Q3 		$325 Hold
3
– – ﹤0.01% 2991
2025
Q2 		$311 Sell
3
-537
-99% -$53.6K ﹤0.01% 2815
2025
Q1 		$54.3K Buy
540
+504
+1,400% +$52.1K ﹤0.01% 1425
2024
Q4 		$3.69K Hold
36
– – ﹤0.01% 1995
2024
Q3 		$3.78K Sell
36
-3
-8% -$300 ﹤0.01% 1771
2024
Q2 		$3.71K Buy
39
+2
+5% +$192 ﹤0.01% 1638
2024
Q1 		$3.67K Buy
37
+36
+3,600% +$3.36K ﹤0.01% 1508
2023
Q4 		$92 Buy
+1
New +$85 ﹤0.01% 1816
2023
Q3 		– Sell
-429
Closed -$37.9K – 1780
2023
Q2 		$37.9K Buy
+429
New +$36.5K ﹤0.01% 1135
2023
Q1 		– Sell
-1
Closed -$84 – 1668
2022
Q4 		$84 Buy
+1
New +$84 ﹤0.01% 1554
2021
Q1 		– Sell
-154,776
Closed -$11.6M – 1439
2020
Q4 		$11.6M Sell
154,776
-7,033
-4% -$496K 0.06% 205
2020
Q3 		$10.4M Buy
161,809
+6,337
+4% +$406K 0.07% 193
2020
Q2 		$9.39M Sell
155,472
-7,631
-5% -$437K 0.07% 193
2020
Q1 		$8.13M Buy
163,103
+28,108
+21% +$1.8M 0.07% 180
2019
Q4 		$9.54M Buy
134,995
+7,297
+6% +$497K 0.07% 199
2019
Q3 		$8.53M Buy
127,698
+7,582
+6% +$502K 0.07% 207
2019
Q2 		$7.98M Buy
120,116
+20,369
+20% +$1.34M 0.07% 197
2019
Q1 		$6.49M Buy
99,747
+19,636
+25% +$1.24M 0.06% 203
2018
Q4 		$4.58M Buy
80,111
+12,095
+18% +$751K 0.04% 207
2018
Q3 		$4.57M Buy
68,016
+16,423
+32% +$1.1M 0.04% 231
2018
Q2 		$3.35M Buy
51,593
+29,623
+135% +$1.91M 0.03% 246
2018
Q1 		$1.4M Buy
+21,970
New +$1.42M 0.01% 282

Other funds holding JPME

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
SWTS
Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $125M AUM 18.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AssetMark Inc's JPME Position: Q2 2026 in Review

AssetMark Inc held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q2 2026 at 3 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

AssetMark Inc first reported a position in JPME in Q1 2018 and has held it in 25 quarters since. The position peaked at $11.6M in Q4 2020. 52 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • AssetMark Inc held 3 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $373 as of Q2 2026.
  • AssetMark Inc left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3344 holding.
  • AssetMark Inc first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and has held it in 25 quarters since.
  • AssetMark Inc's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $11.6M in Q4 2020.
  • 52 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

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