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Carolinas Wealth Consulting’s JPMorgan International Value ETF JIVE Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-62
Closed -$3.83K – 499
2025
Q1 		$3.83K Hold
62
– – ﹤0.01% 650
2024
Q4 		$3.42K Hold
62
– – ﹤0.01% 704
2024
Q3 		$3.71K Buy
+62
New +$3.55K ﹤0.01% 707

Other funds holding JIVE

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Carolinas Wealth Consulting's JIVE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan International Value ETF (JIVE) in Q2 2025, closing a stake of 62 shares — an estimated $3.83K sold.

Carolinas Wealth Consulting first reported a position in JIVE in Q3 2024 and held it in 3 quarters. The position peaked at $3.83K in Q1 2025. 57 funds tracked by Wall St. Rank hold JIVE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining JPMorgan International Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 62 JPMorgan International Value ETF shares in Q2 2025, an estimated $3.83K.
  • Carolinas Wealth Consulting first reported a position in JPMorgan International Value ETF in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's JPMorgan International Value ETF position peaked at $3.83K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.