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 Q3	$562K	Sell	5,905 -98	-2%	-$9.43K	0.81%	37
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 $1.26B AUM 21.18% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

AWM

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

SWMG

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lockerman Financial Group's JIVE Position: Q3 2026 in Review

Lockerman Financial Group reduced its JPMorgan International Value ETF (JIVE) stake by 1.6% in Q3 2026, selling an estimated $9.43K and leaving 5,905 shares worth $562K. The position accounts for 0.81% of the portfolio, ranked #37.

Lockerman Financial Group first reported a position in JIVE in Q3 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

Lockerman Financial Group held 5,905 shares of JPMorgan International Value ETF worth $562K as of Q3 2026.
Lockerman Financial Group sold 98 JPMorgan International Value ETF shares in Q3 2026, an estimated $9.43K.
JPMorgan International Value ETF made up 0.81% of Lockerman Financial Group's portfolio in Q3 2026, its #37 holding.
Lockerman Financial Group first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.