LPL Financial’s JPMorgan International Value ETF JIVE Stock Holding History

LPL Financial’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	$253M	Buy	2,954,962 +1,230,351	+71%	+$106M	0.07%	284
2025 Q4	$138M	Buy	1,724,611 +295,833	+21%	+$23M	0.04%	444
2025 Q3	$108M	Buy	1,428,778 +642,127	+82%	+$46.5M	0.03%	494
2025 Q2	$54.5M	Buy	786,651 +471,129	+149%	+$30.3M	0.02%	721
2025 Q1	$19.5M	Buy	315,522 +244,967	+347%	+$14.5M	0.01%	1164
2024 Q4	$3.89M	Buy	70,555 +8,245	+13%	+$476K	﹤0.01%	2271
2024 Q3	$3.73M	Buy	+62,310	New	+$3.57M	﹤0.01%	2213

Other funds holding JIVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial's JIVE Position: Q1 2026 in Review

LPL Financial increased its JPMorgan International Value ETF (JIVE) stake by 71% in Q1 2026, buying an estimated $106M and bringing the position to 2,954,962 shares worth $253M. The position accounts for 0.07% of the portfolio, ranked #284.

LPL Financial first reported a position in JIVE in Q3 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold JIVE as of Q1 2026.

LPL Financial held 2,954,962 shares of JPMorgan International Value ETF worth $253M as of Q1 2026.
LPL Financial bought 1,230,351 JPMorgan International Value ETF shares in Q1 2026, an estimated $106M.
JPMorgan International Value ETF made up 0.07% of LPL Financial's portfolio in Q1 2026, its #284 holding.
LPL Financial first reported a position in JPMorgan International Value ETF in Q3 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.