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Base Wealth Management’s JPMorgan International Value ETF JIVE Stock Holding History

Base Wealth Management’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 		$3.98M Buy
43,304
+399
+0.9% +$36.4K 1.85% 18
2026
Q1 		$3.67M Buy
+42,905
New +$3.7M 2.06% 16

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Base Wealth Management's JIVE Position: Q2 2026 in Review

Base Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 0.93% in Q2 2026, buying an estimated $36.4K and bringing the position to 43,304 shares worth $3.98M. The position accounts for 1.85% of the portfolio, ranked #18.

Base Wealth Management first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • Base Wealth Management held 43,304 shares of JPMorgan International Value ETF worth $3.98M as of Q2 2026.
  • Base Wealth Management bought 399 JPMorgan International Value ETF shares in Q2 2026, an estimated $36.4K.
  • JPMorgan International Value ETF made up 1.85% of Base Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Base Wealth Management first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.