Integrated Wealth Concepts’s JPMorgan International Value ETF JIVE Stock Holding History

Integrated Wealth Concepts’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	$3.76M	Buy	40,859 +36,685	+879%	+$3.34M	0.02%	597
2026 Q1	$357K	Buy	4,174 +318	+8%	+$27.4K	﹤0.01%	1749
2025 Q4	$310K	Sell	3,856 -183	-5%	-$14.2K	﹤0.01%	1301
2025 Q3	$305K	Buy	+4,039	New	+$292K	﹤0.01%	1626

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

Integrated Wealth Concepts's JIVE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan International Value ETF (JIVE) stake by 879% in Q2 2026, buying an estimated $3.34M and bringing the position to 40,859 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #597.

Integrated Wealth Concepts first reported a position in JIVE in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Integrated Wealth Concepts held 40,859 shares of JPMorgan International Value ETF worth $3.76M as of Q2 2026.
Integrated Wealth Concepts bought 36,685 JPMorgan International Value ETF shares in Q2 2026, an estimated $3.34M.
JPMorgan International Value ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #597 holding.
Integrated Wealth Concepts first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 4 quarters since.
219 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.