Cary Street Partners Investment Advisory’s JPMorgan International Value ETF JIVE Stock Holding History

Cary Street Partners Investment Advisory’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	$236K	Buy	2,564 +1,053	+70%	+$96K	0.05%	337
2026 Q1	$129K	Buy	1,511 +169	+13%	+$14.6K	0.03%	417
2025 Q4	$108K	Sell	1,342 -77	-5%	-$5.99K	0.03%	419
2025 Q3	$107K	Buy	+1,419	New	+$103K	0.04%	355

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's JIVE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan International Value ETF (JIVE) stake by 70% in Q2 2026, buying an estimated $96K and bringing the position to 2,564 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #337.

Cary Street Partners Investment Advisory first reported a position in JIVE in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Cary Street Partners Investment Advisory held 2,564 shares of JPMorgan International Value ETF worth $236K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,053 JPMorgan International Value ETF shares in Q2 2026, an estimated $96K.
JPMorgan International Value ETF made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #337 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.