Legacy Solutions LLC’s JPMorgan International Value ETF JIVE Stock Holding History

Legacy Solutions LLC’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	$6.13M	Buy	+64,374	New	+$6.19M	4.68%	6

Other funds holding JIVE

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

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

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

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Legacy Solutions LLC's JIVE Position: Q3 2026 in Review

Legacy Solutions LLC opened a new position in JPMorgan International Value ETF (JIVE) in Q3 2026: 64,374 shares worth $6.13M. The stake represents 4.68% of the portfolio and ranks #6 among its holdings.

12 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

Legacy Solutions LLC held 64,374 shares of JPMorgan International Value ETF worth $6.13M as of Q3 2026.
JPMorgan International Value ETF was a new Legacy Solutions LLC position in Q3 2026.
JPMorgan International Value ETF made up 4.68% of Legacy Solutions LLC's portfolio in Q3 2026, its #6 holding.
12 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.