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

Cornerstone 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 		$8.5M Sell
92,398
-20,009
-18% -$1.82M 0.37% 66
2026
Q1 		$9.63M Buy
112,407
+3,900
+4% +$336K 0.48% 51
2025
Q4 		$8.71M Buy
108,507
+6,794
+7% +$528K 0.45% 55
2025
Q3 		$7.67M Buy
+101,713
New +$7.36M 0.42% 58

Other funds holding JIVE

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Cornerstone Wealth Management's JIVE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its JPMorgan International Value ETF (JIVE) stake by 18% in Q2 2026, selling an estimated $1.82M and leaving 92,398 shares worth $8.5M. The position accounts for 0.37% of the portfolio, ranked #66.

Cornerstone Wealth Management first reported a position in JIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.63M in Q1 2026. 47 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • Cornerstone Wealth Management held 92,398 shares of JPMorgan International Value ETF worth $8.5M as of Q2 2026.
  • Cornerstone Wealth Management sold 20,009 JPMorgan International Value ETF shares in Q2 2026, an estimated $1.82M.
  • JPMorgan International Value ETF made up 0.37% of Cornerstone Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Cornerstone Wealth Management first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's JPMorgan International Value ETF position peaked at $9.63M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.