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

Elevation 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	$393K	Buy	4,271 +917	+27%	+$83.6K	0.29%	89
2026 Q1	$287K	Buy	3,354 +185	+6%	+$16K	0.26%	95
2025 Q4	$254K	Buy	+3,169	New	+$246K	0.24%	105

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

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

Elevation Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 27% in Q2 2026, buying an estimated $83.6K and bringing the position to 4,271 shares worth $393K. The position accounts for 0.29% of the portfolio, ranked #89.

Elevation 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.

Elevation Wealth Management held 4,271 shares of JPMorgan International Value ETF worth $393K as of Q2 2026.
Elevation Wealth Management bought 917 JPMorgan International Value ETF shares in Q2 2026, an estimated $83.6K.
JPMorgan International Value ETF made up 0.29% of Elevation Wealth Management's portfolio in Q2 2026, its #89 holding.
Elevation 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 Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.