Does AssetMark own JPM stock?

Yes. As of its Q3 2026 13F, AssetMark holds 898,024 shares of JPM (JPMorgan Chase), worth $297.1M.

How many shares of JPM does AssetMark own?

As of its Q3 2026 13F, AssetMark holds 898,024 shares of JPM (JPMorgan Chase).

What is AssetMark's JPM position worth?

As of its Q3 2026 13F, AssetMark's JPM position is worth $297.1M.

Is AssetMark buying or selling JPM?

In Q3 2026, AssetMark increased its JPM position by 44,407 shares (+5.2%).

When did AssetMark first buy JPM?

AssetMark already held JPM in its Q1 2019 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Back to

ASSETMARK, INC

JPM
31 quarters

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

Current Value

$297.1M

Current Shares

898,024

Total Value Change

+$294.8M

Total Shares Change

+874,937

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	898,024	+5.2%	$297.1M	0.5%	$329.19	39
2026-Q2	Increased	853,617	+3.8%	$279.4M	0.5%	$325.86	38
2026-Q1	Increased	822,403	+2.6%	$241.9M	0.5%	$291.35	38
2025-Q4	Increased	801,296	+6.9%	$258.2M	0.5%	$317.71	46
2025-Q3	Increased	749,715	+5.3%	$236.5M	0.5%	$309.51	46
2025-Q2	Increased	712,279	+11.5%	$206.5M	0.5%	$283.10	41
2025-Q1	Increased	638,862	+4.0%	$156.7M	0.4%	$238.07	38
2024-Q4	Increased	614,566	+10.1%	$147.3M	0.4%	$231.45	40
2024-Q3	Increased	557,978	+3.3%	$117.7M	0.3%	$202.36	37
2024-Q2	Increased	539,980	+254.4%	$109.2M	0.3%	$193.03	58
2024-Q1	Decreased	152,344	-3.0%	$30.5M	0.1%	$190.06	0
2023-Q4	Increased	156,988	+25.8%	$26.7M	0.1%	$160.41	35
2023-Q3	Increased	124,773	+8.8%	$18.1M	0.1%	$135.76	31
2023-Q2	Increased	114,636	+5.6%	$16.7M	0.1%	$135.22	30
2023-Q1	Increased	108,535	+13.2%	$14.1M	0.1%	$120.21	32
2022-Q4	Increased	95,854	+20.5%	$12.9M	0.1%	$122.80	33
2022-Q3	Increased	79,518	+32.5%	$8.3M	0.0%	$94.85	35
2022-Q2	Increased	60,017	+57.9%	$6.8M	0.0%	$101.31	39
2022-Q1	Increased	38,002	+107.1%	$5.2M	0.0%	$121.74	44
2021-Q4	Increased	18,351	+202.6%	$2.9M	0.0%	$140.57	42
2021-Q3	Increased	6,064	+15.4%	$993,000	0.0%	$144.44	29
2021-Q2	Increased	5,256	+3.0%	$817,000	0.0%	$136.46	26
2021-Q1	Decreased	5,102	-13.1%	$777,000	0.0%	$132.78	0
2020-Q4	Decreased	5,868	-8.3%	$746,000	0.0%	$110.04	0
2020-Q3	Decreased	6,400	-24.7%	$616,000	0.0%	$82.60	0
2020-Q2	Decreased	8,498	-60.4%	$799,000	0.0%	$79.93	0
2020-Q1	Increased	21,478	+106.0%	$1.9M	0.0%	$75.71	42
2019-Q4	Increased	10,426	+0.9%	$1.5M	0.0%	$116.49	26
2019-Q3	Decreased	10,330	-55.8%	$1.2M	0.0%	$97.56	0
2019-Q2	Increased	23,361	+1.2%	$2.6M	0.0%	$92.03	26
2019-Q1	First report	23,087	-	$2.3M	0.0%	$82.70	0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM31 quarters

JPM
31 quarters