Amplius Wealth Advisors’s JPMorgan International Growth ETF JIG Stock Holding History

Amplius Wealth Advisors’s Portfolio JIG Stock Details JIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Hold	3,432	–	–	0.02%	154
2025 Q4	$252K	Hold	3,432	–	–	0.02%	152
2025 Q3	$259K	Sell	3,432 -511	-13%	-$36.9K	0.02%	153
2025 Q2	$282K	Hold	3,943	–	–	0.03%	157
2025 Q1	$250K	Hold	3,943	–	–	0.03%	155
2024 Q4	$246K	Hold	3,943	–	–	0.03%	154
2024 Q3	$266K	Hold	3,943	–	–	0.03%	142
2024 Q2	$253K	Hold	3,943	–	–	0.03%	143
2024 Q1	$248K	Sell	3,943 -128	-3%	-$7.71K	0.03%	150
2023 Q4	$237K	Buy	4,071 +40	+1%	+$2.2K	0.03%	147
2023 Q3	$216K	Buy	4,031 +12	+0.3%	+$685	0.03%	146
2023 Q2	$238K	Buy	4,019 +54	+1%	+$3.16K	0.03%	144
2023 Q1	$230K	Buy	3,965 +137	+4%	+$7.7K	0.03%	145
2022 Q4	$201K	Buy	+3,828	New	+$195K	0.03%	154

Other funds holding JIG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return