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Livermore
Livermore
ZHEN

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
853,617
Value
$279.4M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026853,617$279.4M0.5%+31,214+3.8%AddedHolders
Q1 2026822,403$241.9M0.5%+21,107+2.6%AddedHolders
Q4 2025801,296$258.2M0.5%+51,581+6.9%AddedHolders
Q3 2025749,715$236.5M0.5%+37,436+5.3%AddedHolders
Q2 2025712,279$206.5M0.5%+73,417+11.5%AddedHolders
Q1 2025638,862$156.7M0.4%+24,296+4.0%AddedHolders
Q4 2024614,566$147.3M0.4%+56,588+10.1%AddedHolders
Q3 2024557,978$117.7M0.3%+17,998+3.3%AddedHolders
Q2 2024539,980$109.2M0.3%+387,636+254.4%AddedHolders
Q1 2024152,344$30.5M0.1%−4,644−3.0%ReducedHolders
Q4 2023156,988$26.7M0.1%+32,215+25.8%AddedHolders
Q3 2023124,773$18.1M0.1%+10,137+8.8%AddedHolders
Q2 2023114,636$16.7M0.1%+6,101+5.6%AddedHolders
Q1 2023108,535$14.1M0.1%+12,681+13.2%AddedHolders
Q4 202295,854$12.9M0.1%+16,336+20.5%AddedHolders
Q3 202279,518$8.31M<0.1%+19,501+32.5%AddedHolders
Q2 202260,017$6.76M<0.1%+22,015+57.9%AddedHolders
Q1 202238,002$5.18M<0.1%+19,651+107.1%AddedHolders
Q4 202118,351$2.91M<0.1%+12,287+202.6%AddedHolders
Q3 20216,064$993.0K<0.1%+808+15.4%AddedHolders
Q2 20215,256$817.0K<0.1%+154+3.0%AddedHolders
Q1 20215,102$777.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.