JPMB — J P MORGAN EXCHANGE TRADED F

Ownership history in ASSETMARK, INC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in J P MORGAN EXCHANGE TRADED F (JPMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 179 +165 +1178.6% 0.00% $7K $39.24
2023 Q3 INITIATED 14 — — 0.00% $522 —
% of Fund (quarterly)    JPMB price (monthly, adj. close)

Other funds also holding JPMB

As of 2025 Q4 — sorted by position size

Bright Futures Wealth Management, LLC. 1.07% ARQ WEALTH ADVISORS, LLC 3Y 0.85% Cambria Investment Management, L.P. 3Y 7Y 0.3% RiverFront Investment Group, LLC 3Y 7Y 0.09% Convergence Financial, LLC 0.05% LGT Financial Advisors LLC 3Y 0.03% Focus Financial Network, Inc. 0.03% Equitable Holdings, Inc. 3Y 0.02% Pure Financial Advisors, LLC 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01%
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