KW
JIVE icon

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
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

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth's JIVE Position: Q2 2026 in Review

KWB Wealth increased its JPMorgan International Value ETF (JIVE) stake by 26% in Q2 2026, buying an estimated $2.07M and bringing the position to 110,823 shares worth $10.2M. The position accounts for 0.87% of the portfolio, ranked #31.

KWB Wealth first reported a position in JIVE in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • KWB Wealth held 110,823 shares of JPMorgan International Value ETF worth $10.2M as of Q2 2026.
  • KWB Wealth bought 22,699 JPMorgan International Value ETF shares in Q2 2026, an estimated $2.07M.
  • JPMorgan International Value ETF made up 0.87% of KWB Wealth's portfolio in Q2 2026, its #31 holding.
  • KWB Wealth first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.