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Disclosery

ASSETMARK, INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on JPM, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 853,617 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 853,617 shares
    Change vs previous 13F +31,214 shares

    0.48% of the 13F portfolio, value $279,414,399.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 822,403 shares
    Change vs previous 13F +21,107 shares

    0.49% of the 13F portfolio, value $241,918,058.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 801,296 shares
    Change vs previous 13F +51,581 shares

    0.53% of the 13F portfolio, value $258,193,722.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 749,715 shares
    Change vs previous 13F +37,436 shares

    0.51% of the 13F portfolio, value $236,482,470.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 712,279 shares
    Change vs previous 13F +73,417 shares

    0.49% of the 13F portfolio, value $206,496,807.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 638,862 shares
    Change vs previous 13F +24,296 shares

    0.43% of the 13F portfolio, value $156,712,792.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 614,566 shares
    Change vs previous 13F +56,588 shares

    0.4% of the 13F portfolio, value $147,317,515.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 557,978 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $117,655,218.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).