Ascent Group
JIVE icon

Ascent Group’s JPMorgan International Value ETF JIVE Stock Holding History

Ascent Group’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
Q3 		$526K Sell
5,529
-231
-4% -$22.2K 0.02% 515
2026
Q2 		$530K Buy
5,760
+506
+10% +$46.1K 0.02% 521
2026
Q1 		$450K Buy
5,254
+671
+15% +$57.9K 0.02% 524
2025
Q4 		$368K Buy
4,583
+581
+15% +$45.2K 0.01% 560
2025
Q3 		$302K Buy
+4,002
New +$290K 0.01% 599

Other funds holding JIVE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Ascent Group's JIVE Position: Q3 2026 in Review

Ascent Group reduced its JPMorgan International Value ETF (JIVE) stake by 4% in Q3 2026, selling an estimated $22.2K and leaving 5,529 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #515.

Ascent Group first reported a position in JIVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $530K in Q2 2026. 110 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

  • Ascent Group held 5,529 shares of JPMorgan International Value ETF worth $526K as of Q3 2026.
  • Ascent Group sold 231 JPMorgan International Value ETF shares in Q3 2026, an estimated $22.2K.
  • JPMorgan International Value ETF made up 0.02% of Ascent Group's portfolio in Q3 2026, its #515 holding.
  • Ascent Group first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Ascent Group's JPMorgan International Value ETF position peaked at $530K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.