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 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 $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Private Wealth's JIVE Position: Q1 2026 in Review

Lake Street Private Wealth increased its JPMorgan International Value ETF (JIVE) stake by 1.4% in Q1 2026, buying an estimated $5.61K and bringing the position to 4,558 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #189.

Lake Street Private Wealth 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.

Lake Street Private Wealth held 4,558 shares of JPMorgan International Value ETF worth $390K as of Q1 2026.
Lake Street Private Wealth bought 65 JPMorgan International Value ETF shares in Q1 2026, an estimated $5.61K.
JPMorgan International Value ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #189 holding.
Lake Street Private Wealth 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 Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.