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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 822,403 |
+2.6% |
| $241.9M |
| 0.5% |
| $300.26 |
38 |
| 2025-Q4 | Increased | 801,296 | +6.9% | $258.2M | 0.5% | $321.97 | 46 |
| 2025-Q3 | Increased | 749,715 | +5.3% | $236.5M | 0.5% | $312.75 | 46 |
| 2025-Q2 | Increased | 712,279 | +11.5% | $206.5M | 0.5% | $283.07 | 41 |
| 2025-Q1 | Increased | 638,862 | +4.0% | $156.7M | 0.4% | $237.97 | 38 |
| 2024-Q4 | Increased | 614,566 | +10.1% | $147.3M | 0.4% | $233.31 | 40 |
| 2024-Q3 | Increased | 557,978 | +3.3% | $117.7M | 0.3% | $203.96 | 37 |
| 2024-Q2 | Increased | 539,980 | +254.4% | $109.2M | 0.3% | $194.90 | 58 |