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Caldwell Sutter Capital’s JPMorgan International Value ETF JIVE Stock Holding History

Caldwell Sutter Capital’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 		$172K Buy
1,868
+1,725
+1,206% +$157K 0.06% 241
2026
Q1 		$12.2K Buy
+143
New +$12.3K 0.01% 535

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caldwell Sutter Capital's JIVE Position: Q2 2026 in Review

Caldwell Sutter Capital increased its JPMorgan International Value ETF (JIVE) stake by 1,206% in Q2 2026, buying an estimated $157K and bringing the position to 1,868 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #241.

Caldwell Sutter Capital first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • Caldwell Sutter Capital held 1,868 shares of JPMorgan International Value ETF worth $172K as of Q2 2026.
  • Caldwell Sutter Capital bought 1,725 JPMorgan International Value ETF shares in Q2 2026, an estimated $157K.
  • JPMorgan International Value ETF made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #241 holding.
  • Caldwell Sutter Capital first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.