A detailed history of Jpmorgan Chase & CO transactions in Asset Mark Financial Holdings, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 40,219 shares of AMK stock, worth $1.42 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,219
Previous 2,616,572 98.46%
Holding current value
$1.42 Million
Previous $92.7 Million 98.5%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$33.79 - $37.06 $87.1 Million - $95.5 Million
-2,576,353 Reduced 98.46%
40,219 $1.39 Million
Q1 2024

May 10, 2024

SELL
$29.37 - $36.2 $10.7 Million - $13.2 Million
-364,251 Reduced 12.22%
2,616,572 $92.7 Million
Q4 2023

Feb 12, 2024

SELL
$23.18 - $30.44 $685,780 - $900,567
-29,585 Reduced 0.98%
2,980,823 $89.3 Million
Q3 2023

Nov 14, 2023

BUY
$25.08 - $31.95 $2.15 Million - $2.73 Million
85,533 Added 2.92%
3,010,408 $75.5 Million
Q2 2023

Aug 11, 2023

BUY
$26.31 - $32.93 $4 Million - $5 Million
151,938 Added 5.48%
2,924,875 $86.8 Million
Q1 2023

May 18, 2023

BUY
$23.11 - $31.75 $622,791 - $855,630
26,949 Added 0.98%
2,772,937 $87.2 Million
Q1 2023

May 11, 2023

SELL
$23.11 - $31.75 $6.38 Million - $8.76 Million
-275,972 Reduced 9.13%
2,745,988 $86.4 Million
Q4 2022

Feb 13, 2023

SELL
$17.25 - $24.86 $2.12 Million - $3.05 Million
-122,856 Reduced 3.91%
3,021,960 $69.5 Million
Q3 2022

Nov 14, 2022

BUY
$17.16 - $21.74 $182,136 - $230,748
10,614 Added 0.34%
3,144,816 $57.5 Million
Q2 2022

Aug 11, 2022

SELL
$18.07 - $23.0 $359,611 - $457,723
-19,901 Reduced 0.63%
3,134,202 $58.8 Million
Q1 2022

May 11, 2022

BUY
$20.9 - $26.67 $5.42 Million - $6.91 Million
259,120 Added 8.95%
3,154,103 $70.2 Million
Q4 2021

Feb 10, 2022

BUY
$24.1 - $27.92 $2.72 Million - $3.15 Million
112,942 Added 4.06%
2,894,983 $75.9 Million
Q3 2021

Nov 12, 2021

BUY
$24.24 - $27.11 $67.4 Million - $75.4 Million
2,782,041 New
2,782,041 $69.2 Million

Others Institutions Holding AMK

About AssetMark Financial Holdings, Inc.


  • Ticker AMK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 73,844,800
  • Market Cap $2.6B
  • Description
  • AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platfo...
More about AMK
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