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

Capital Advisors 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 Q3	$1.8M	Buy	18,860 +5,279	+39%	+$508K	0.2%	72
2026 Q2	$1.25M	Buy	13,581 +1,634	+14%	+$149K	0.15%	87
2026 Q1	$1.02M	Buy	11,947 +4,981	+72%	+$430K	0.14%	89
2025 Q4	$559K	Buy	+6,966	New	+$541K	0.08%	123

Other funds holding JIVE

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Capital Advisors Wealth Management's JIVE Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 39% in Q3 2026, buying an estimated $508K and bringing the position to 18,860 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #72.

Capital Advisors Wealth Management first reported a position in JIVE in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

Capital Advisors Wealth Management held 18,860 shares of JPMorgan International Value ETF worth $1.8M as of Q3 2026.
Capital Advisors Wealth Management bought 5,279 JPMorgan International Value ETF shares in Q3 2026, an estimated $508K.
JPMorgan International Value ETF made up 0.2% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #72 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.