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 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

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

Capital Advisors Wealth Management's JIVE Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 14% in Q2 2026, buying an estimated $149K and bringing the position to 13,581 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #87.

Capital Advisors Wealth Management first reported a position in JIVE in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Capital Advisors Wealth Management held 13,581 shares of JPMorgan International Value ETF worth $1.25M as of Q2 2026.
Capital Advisors Wealth Management bought 1,634 JPMorgan International Value ETF shares in Q2 2026, an estimated $149K.
JPMorgan International Value ETF made up 0.15% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #87 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 3 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.