GeoWealth Management’s JPMorgan International Value ETF JIVE Stock Holding History

GeoWealth 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	$274K	Buy	2,981 +698	+31%	+$63.6K	0.01%	688
2026 Q1	$196K	Buy	2,283 +389	+21%	+$33.6K	0.01%	733
2025 Q4	$152K	Sell	1,894 -23	-1%	-$1.79K	0.01%	698
2025 Q3	$145K	Sell	1,917 -6,595	-77%	-$478K	0.01%	713
2025 Q2	$590K	Buy	+8,512	New	+$548K	0.02%	368
2025 Q1	–	Sell	-2,952	Closed	-$163K	–	1461
2024 Q4	$163K	Sell	2,952 -66	-2%	-$3.81K	0.01%	833
2024 Q3	$181K	Buy	+3,018	New	+$173K	0.01%	746

Other funds holding JIVE

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

GeoWealth Management's JIVE Position: Q2 2026 in Review

GeoWealth Management increased its JPMorgan International Value ETF (JIVE) stake by 31% in Q2 2026, buying an estimated $63.6K and bringing the position to 2,981 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #688.

GeoWealth Management first reported a position in JIVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $590K in Q2 2025. 97 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

GeoWealth Management held 2,981 shares of JPMorgan International Value ETF worth $274K as of Q2 2026.
GeoWealth Management bought 698 JPMorgan International Value ETF shares in Q2 2026, an estimated $63.6K.
JPMorgan International Value ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #688 holding.
GeoWealth Management first reported a position in JPMorgan International Value ETF in Q3 2024 and has held it in 7 quarters since.
GeoWealth Management's JPMorgan International Value ETF position peaked at $590K in Q2 2025.
97 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.