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Foundations Investment Advisors’s JPMorgan International Value ETF JIVE Stock Holding History

Foundations Investment Advisors’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 		$1.57M Sell
17,058
-4,840
-22% -$441K 0.02% 468
2026
Q1 		$1.88M Buy
21,898
+15,619
+249% +$1.35M 0.02% 389
2025
Q4 		$504K Buy
+6,279
New +$488K 0.01% 710

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's JIVE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its JPMorgan International Value ETF (JIVE) stake by 22% in Q2 2026, selling an estimated $441K and leaving 17,058 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #468.

Foundations Investment Advisors first reported a position in JIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q1 2026. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • Foundations Investment Advisors held 17,058 shares of JPMorgan International Value ETF worth $1.57M as of Q2 2026.
  • Foundations Investment Advisors sold 4,840 JPMorgan International Value ETF shares in Q2 2026, an estimated $441K.
  • JPMorgan International Value ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #468 holding.
  • Foundations Investment Advisors first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's JPMorgan International Value ETF position peaked at $1.88M in Q1 2026.
  • 218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.