Lineweaver Wealth Advisors’s JPMorgan International Value ETF JIVE Stock Holding History

Lineweaver Wealth Advisors’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	$17.7M	Buy	192,301 +7,121	+4%	+$649K	2.09%	11
2026 Q1	$15.9M	Buy	185,180 +38,586	+26%	+$3.33M	2.14%	11
2025 Q4	$11.8M	Buy	146,594 +3,321	+2%	+$258K	1.59%	17
2025 Q3	$10.8M	Buy	143,273 +2,872	+2%	+$208K	1.58%	15
2025 Q2	$9.73M	Buy	+140,401	New	+$9.04M	1.54%	15

Other funds holding JIVE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Lineweaver Wealth Advisors's JIVE Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its JPMorgan International Value ETF (JIVE) stake by 3.8% in Q2 2026, buying an estimated $649K and bringing the position to 192,301 shares worth $17.7M. The position accounts for 2.09% of the portfolio, ranked #11.

Lineweaver Wealth Advisors first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Lineweaver Wealth Advisors held 192,301 shares of JPMorgan International Value ETF worth $17.7M as of Q2 2026.
Lineweaver Wealth Advisors bought 7,121 JPMorgan International Value ETF shares in Q2 2026, an estimated $649K.
JPMorgan International Value ETF made up 2.09% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.