Lake Street Private Wealth’s JPMorgan International Value ETF JIVE Stock Holding History

Lake Street Private 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	$528K	Buy	5,739 +1,181	+26%	+$108K	0.06%	171
2026 Q1	$390K	Buy	4,558 +65	+1%	+$5.61K	0.05%	189
2025 Q4	$361K	Buy	4,493 +655	+17%	+$50.9K	0.04%	204
2025 Q3	$289K	Buy	+3,838	New	+$278K	0.04%	221

Other funds holding JIVE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Lake Street Private Wealth's JIVE Position: Q2 2026 in Review

Lake Street Private Wealth increased its JPMorgan International Value ETF (JIVE) stake by 26% in Q2 2026, buying an estimated $108K and bringing the position to 5,739 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #171.

Lake Street Private Wealth 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.

Lake Street Private Wealth held 5,739 shares of JPMorgan International Value ETF worth $528K as of Q2 2026.
Lake Street Private Wealth bought 1,181 JPMorgan International Value ETF shares in Q2 2026, an estimated $108K.
JPMorgan International Value ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #171 holding.
Lake Street Private Wealth 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 Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.