Gladstone Institutional Advisory’s JPMorgan International Value ETF JIVE Stock Holding History

Gladstone Institutional Advisory’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	$2.13M	Buy	23,179 +3,529	+18%	+$322K	0.07%	282
2026 Q1	$1.68M	Buy	+19,650	New	+$1.7M	0.06%	289

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

Gladstone Institutional Advisory's JIVE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan International Value ETF (JIVE) stake by 18% in Q2 2026, buying an estimated $322K and bringing the position to 23,179 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #282.

Gladstone Institutional Advisory first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Gladstone Institutional Advisory held 23,179 shares of JPMorgan International Value ETF worth $2.13M as of Q2 2026.
Gladstone Institutional Advisory bought 3,529 JPMorgan International Value ETF shares in Q2 2026, an estimated $322K.
JPMorgan International Value ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #282 holding.
Gladstone Institutional Advisory first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.