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Marcum Wealth’s JPMorgan International Value ETF JIVE Stock Holding History

Marcum Wealth’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
2025
Q1 		$284K Sell
4,595
-152
-3% -$9K 0.02% 296
2024
Q4 		$262K Sell
4,747
-34
-0.7% -$1.97K 0.02% 308
2024
Q3 		$286K Buy
+4,781
New +$274K 0.03% 296

Other funds holding JIVE

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Marcum Wealth's JIVE Position: Q1 2025 in Review

Marcum Wealth reduced its JPMorgan International Value ETF (JIVE) stake by 3.2% in Q1 2025, selling an estimated $9K and leaving 4,595 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #296.

Marcum Wealth first reported a position in JIVE in Q3 2024 and has held it in 3 quarters since. The position peaked at $286K in Q3 2024. 34 funds tracked by Wall St. Rank hold JIVE as of Q1 2025.

  • Marcum Wealth held 4,595 shares of JPMorgan International Value ETF worth $284K as of Q1 2025.
  • Marcum Wealth sold 152 JPMorgan International Value ETF shares in Q1 2025, an estimated $9K.
  • JPMorgan International Value ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #296 holding.
  • Marcum Wealth first reported a position in JPMorgan International Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's JPMorgan International Value ETF position peaked at $286K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.