KWB Wealth’s JPMorgan International Value ETF JIVE Stock Holding History

KWB Wealth’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	$10.3M	Sell	108,193 -2,630	-2%	-$253K	0.88%	33
2026 Q2	$10.2M	Buy	110,823 +22,699	+26%	+$2.07M	0.87%	31
2026 Q1	$7.07M	Sell	88,124 -431	-0.5%	-$37.2K	0.7%	39
2025 Q4	$7.11M	Buy	+88,555	New	+$6.88M	0.67%	38

Other funds holding JIVE

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

SWMG

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

KWB Wealth's JIVE Position: Q3 2026 in Review

KWB Wealth reduced its JPMorgan International Value ETF (JIVE) stake by 2.4% in Q3 2026, selling an estimated $253K and leaving 108,193 shares worth $10.3M. The position accounts for 0.88% of the portfolio, ranked #33.

KWB Wealth first reported a position in JIVE in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

KWB Wealth held 108,193 shares of JPMorgan International Value ETF worth $10.3M as of Q3 2026.
KWB Wealth sold 2,630 JPMorgan International Value ETF shares in Q3 2026, an estimated $253K.
JPMorgan International Value ETF made up 0.88% of KWB Wealth's portfolio in Q3 2026, its #33 holding.
KWB Wealth first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.