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JPM
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Position history for ASSETMARK, INC's holdings in JPMORGAN CHASE & CO

ASSETMARK, INC holds 822,403 shares of JPM (JPMORGAN CHASE & CO), worth $241.9M as of 2026-Q1. The position was increased (+2.6% shares). JPM represents 0.5% of ASSETMARK, INC's portfolio.

Current Value

$241.9M

Current Shares

822,403

Total Value Change

+$132.7M

Total Shares Change

+282,423

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
822,403
+2.6%
$241.9M0.5%$300.26
38
2025-Q4
Increased
801,296
+6.9%
$258.2M0.5%$321.97
46
2025-Q3
Increased
749,715
+5.3%
$236.5M0.5%$312.75
46
2025-Q2
Increased
712,279
+11.5%
$206.5M0.5%$283.07
41
2025-Q1
Increased
638,862
+4.0%
$156.7M0.4%$237.97
38
2024-Q4
Increased
614,566
+10.1%
$147.3M0.4%$233.31
40
2024-Q3
Increased
557,978
+3.3%
$117.7M0.3%$203.96
37
2024-Q2
Increased
539,980
+254.4%
$109.2M0.3%$194.90
58

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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