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Kaizen Financial Strategies’s JPMorgan International Value ETF JIVE Stock Holding History

Kaizen Financial Strategies’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
Q3 		$2.48M Buy
26,069
+4,109
+19% +$395K 0.98% 25
2026
Q2 		$2M Buy
21,960
+4,968
+29% +$453K 0.65% 31
2026
Q1 		$1.54M Buy
+16,992
New +$1.47M 0.65% 31

Other funds holding JIVE

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Kaizen Financial Strategies's JIVE Position: Q3 2026 in Review

Kaizen Financial Strategies increased its JPMorgan International Value ETF (JIVE) stake by 19% in Q3 2026, buying an estimated $395K and bringing the position to 26,069 shares worth $2.48M. The position accounts for 0.98% of the portfolio, ranked #25.

Kaizen Financial Strategies first reported a position in JIVE in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

  • Kaizen Financial Strategies held 26,069 shares of JPMorgan International Value ETF worth $2.48M as of Q3 2026.
  • Kaizen Financial Strategies bought 4,109 JPMorgan International Value ETF shares in Q3 2026, an estimated $395K.
  • JPMorgan International Value ETF made up 0.98% of Kaizen Financial Strategies's portfolio in Q3 2026, its #25 holding.
  • Kaizen Financial Strategies first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.