ASSETMARK, INC JADE — J P MORGAN EXCHANGE TRADED F

Ownership history in ASSETMARK, INC  ·  3 quarters on record

AI Ownership Summary

ASSETMARK, INC reported J P MORGAN EXCHANGE TRADED F (JADE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows JADE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JADE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSETMARK, INC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JADE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ASSETMARK, INC held JADE — position size vs. price
% of Fund (quarterly)    JADE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 29,760 -1,824 -5.8% 0.00% $2.3M 2026-10-21 $75.52
2026 Q2 REDUCED — — — 31,584 -497 -1.5% 0.00% $2.5M 2026-07-30 $75.83
2026 Q1 INITIATED — — — 32,081 — — 0.00% $2.1M 2026-05-06 $78.12

FAQ About ASSETMARK, INC and JADE

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSETMARK, INC reported owning JADE?

ASSETMARK, INC reported JADE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported JADE position in ASSETMARK, INC's portfolio?

The largest reported portfolio weight for JADE was 0.00% in 2026 Q2.

What is the latest reported JADE position on this page?

The most recent filing on this page is 2026 Q3, when ASSETMARK, INC reported 29,760 shares, equal to 0.00% of portfolio, with an estimated market value of $2.3M.

What does the chart on this JADE ownership page compare?

The chart compares ASSETMARK, INC's quarterly JADE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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