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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's JIVE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its JPMorgan International Value ETF (JIVE) stake by 8.2% in Q1 2026, buying an estimated $27.4K and bringing the position to 4,174 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Integrated Wealth Concepts first reported a position in JIVE in Q3 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold JIVE as of Q1 2026.

  • Integrated Wealth Concepts held 4,174 shares of JPMorgan International Value ETF worth $357K as of Q1 2026.
  • Integrated Wealth Concepts bought 318 JPMorgan International Value ETF shares in Q1 2026, an estimated $27.4K.
  • JPMorgan International Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1749 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.