How many shares of JPM does ASSETMARK, INC own?

As of 2026-Q2, ASSETMARK, INC holds 853,617 shares of JPM (JPMORGAN CHASE & CO).

What is ASSETMARK, INC's JPM position worth?

As of 2026-Q2, ASSETMARK, INC's JPM position is worth $279.4M.

In 2026-Q2, ASSETMARK, INC increased their JPM position (+3.8% change in shares).

Based on available 13F filings, ASSETMARK, INC first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

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

Current Value

$279.4M

Current Shares

853,617

Total Value Change

+$277.1M

Total Shares Change

+830,530

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	853,617	+3.8%	$279.4M	0.5%	$325.86	38
2026-Q1	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
2024-Q1	Decreased	152,344	-3.0%	$30.5M	0.1%	$191.89	0
2023-Q4	Increased	156,988	+25.8%	$26.7M	0.1%	$161.96	35
2023-Q3	Increased	124,773	+8.8%	$18.1M	0.1%	$137.07	31
2023-Q2	Increased	114,636	+5.6%	$16.7M	0.1%	$134.64	30
2023-Q1	Increased	108,535	+13.2%	$14.1M	0.1%	$119.92	32
2022-Q4	Increased	95,854	+20.5%	$12.9M	0.1%	$123.99	33
2022-Q3	Increased	79,518	+32.5%	$8.3M	0.0%	$97.28	35
2022-Q2	Increased	60,017	+57.9%	$6.8M	0.0%	$104.73	39
2022-Q1	Increased	38,002	+107.1%	$5.2M	0.0%	$126.72	44
2021-Q4	Increased	18,351	+202.6%	$2.9M	0.0%	$142.04	42
2021-Q3	Increased	6,064	+15.4%	$993,000	0.0%	$147.85	29
2021-Q2	Increased	5,256	+3.0%	$817,000	0.0%	$136.54	26
2021-Q1	Decreased	5,102	-13.1%	$777,000	0.0%	$136.04	0
2020-Q4	Decreased	5,868	-8.3%	$746,000	0.0%	$109.61	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%	$79.79	0
2020-Q1	Increased	21,478	+106.0%	$1.9M	0.0%	$79.39	42
2019-Q4	Increased	10,426	+0.9%	$1.5M	0.0%	$116.96	26
2019-Q3	Decreased	10,330	-55.8%	$1.2M	0.0%	$98.53	0
2019-Q2	Increased	23,361	+1.2%	$2.6M	0.0%	$92.92	26
2019-Q1	New	23,087	-	$2.3M	0.0%	$83.49	36