Jump Financial’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Jump Financial’s Portfolio AMK Stock Details AMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,894	Closed	-$446K	–	2400
2023 Q4	$446K	Buy	14,894 +1,783	+14%	+$45.7K	0.01%	1138
2023 Q3	$329K	Sell	13,111 -8,198	-38%	-$233K	0.01%	1250
2023 Q2	$632K	Buy	+21,309	New	+$626K	0.02%	915
2022 Q4	–	Sell	-10,000	Closed	-$183K	–	2113
2022 Q3	$183K	Sell	10,000 -1,400	-12%	-$27.1K	0.01%	1365
2022 Q2	$214K	Buy	+11,400	New	+$228K	0.01%	1261
2022 Q1	–	Sell	-9,900	Closed	-$259K	–	1995
2021 Q4	$259K	Buy	+9,900	New	+$256K	0.02%	965

Other funds holding AMK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jump Financial's AMK Position: Q1 2024 in Review

Jump Financial sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 14,894 shares — an estimated $446K sold.

Jump Financial first reported a position in AMK in Q4 2021 and held it in 6 quarters. The position peaked at $632K in Q2 2023. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

Jump Financial reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
Jump Financial sold 14,894 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $446K.
Jump Financial first reported a position in AssetMark Financial Holdings, Inc. in Q4 2021 and held it in 6 quarters.
Jump Financial's AssetMark Financial Holdings, Inc. position peaked at $632K in Q2 2023.
144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on Jump Financial's 13F filing for Q1 2024, filed 13 May 2024.