Lockerman Financial Group’s JPMorgan International Value ETF JIVE Stock Holding History

Lockerman Financial Group’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	$552K	Buy	6,003 +1,183	+25%	+$108K	0.84%	33
2026 Q1	$413K	Buy	4,820 +512	+12%	+$44.2K	0.74%	42
2025 Q4	$346K	Sell	4,308 -63	-1%	-$4.9K	0.66%	49
2025 Q3	$330K	Buy	+4,371	New	+$316K	0.42%	80

Other funds holding JIVE

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return