Annis Gardner Whiting Capital Advisors’s JPMorgan International Value ETF JIVE Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio JIVE Stock Details JIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-620	Closed	-$53.1K	–	821
2026 Q1	$53.1K	Sell	620 -667	-52%	-$57.5K	0.01%	572
2025 Q4	$103K	Buy	+1,287	New	+$100K	0.02%	399
2025 Q3	–	Sell	-1,836	Closed	-$127K	–	1325
2025 Q2	$127K	Buy	+1,836	New	+$118K	0.04%	275

Other funds holding JIVE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's JIVE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of JPMorgan International Value ETF (JIVE) in Q2 2026, closing a stake of 620 shares — an estimated $53.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JIVE in Q2 2025 and held it in 3 quarters. The position peaked at $127K in Q2 2025. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining JPMorgan International Value ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 620 JPMorgan International Value ETF shares in Q2 2026, an estimated $53.1K.
Annis Gardner Whiting Capital Advisors first reported a position in JPMorgan International Value ETF in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's JPMorgan International Value ETF position peaked at $127K in Q2 2025.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.