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

BigSur 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	$1.03M	Hold	11,250	–	–	0.25%	97
2026 Q1	$963K	Hold	11,250	–	–	0.27%	89
2025 Q4	$903K	Hold	11,250	–	–	0.22%	90
2025 Q3	$848K	Hold	11,250	–	–	0.21%	90
2025 Q2	$780K	Buy	+11,250	New	+$724K	0.2%	94

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

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

BigSur Wealth Management held its JPMorgan International Value ETF (JIVE) position steady in Q2 2026 at 11,250 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #97.

BigSur Wealth Management first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

BigSur Wealth Management held 11,250 shares of JPMorgan International Value ETF worth $1.03M as of Q2 2026.
BigSur Wealth Management left its JPMorgan International Value ETF share count unchanged in Q2 2026.
JPMorgan International Value ETF made up 0.25% of BigSur Wealth Management's portfolio in Q2 2026, its #97 holding.
BigSur Wealth Management first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.