Comprehensive Financial Planning’s JPMorgan International Value ETF JIVE Stock Holding History

Comprehensive Financial Planning’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	$3.64M	Buy	39,555 +2,039	+5%	+$186K	1.94%	10
2026 Q1	$3.21M	Buy	37,516 +10,318	+38%	+$890K	2.23%	8
2025 Q4	$2.18M	Buy	27,198 +5,564	+26%	+$432K	1.44%	18
2025 Q3	$1.63M	Buy	21,634 +12,268	+131%	+$888K	1.12%	29
2025 Q2	$649K	Buy	+9,366	New	+$603K	0.51%	49

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

Comprehensive Financial Planning's JIVE Position: Q2 2026 in Review

Comprehensive Financial Planning increased its JPMorgan International Value ETF (JIVE) stake by 5.4% in Q2 2026, buying an estimated $186K and bringing the position to 39,555 shares worth $3.64M. The position accounts for 1.94% of the portfolio, ranked #10.

Comprehensive Financial Planning first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Comprehensive Financial Planning held 39,555 shares of JPMorgan International Value ETF worth $3.64M as of Q2 2026.
Comprehensive Financial Planning bought 2,039 JPMorgan International Value ETF shares in Q2 2026, an estimated $186K.
JPMorgan International Value ETF made up 1.94% of Comprehensive Financial Planning's portfolio in Q2 2026, its #10 holding.
Comprehensive Financial Planning first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.