N.E.W. Advisory Services’s JPMorgan International Value ETF JIVE Stock Holding History

N.E.W. Advisory Services’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	$13.2M	Buy	143,330 +4,854	+4%	+$443K	0.88%	24
2026 Q1	$11.9M	Sell	138,476 -834	-0.6%	-$71.9K	0.89%	24
2025 Q4	$11.2M	Buy	139,310 +118,310	+563%	+$9.2M	0.83%	25
2025 Q3	$1.58M	Buy	21,000 +20,900	+20,900%	+$1.51M	0.14%	57
2025 Q2	$6.93K	Buy	+100	New	+$6.44K	﹤0.01%	609

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

N.E.W. Advisory Services's JIVE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan International Value ETF (JIVE) stake by 3.5% in Q2 2026, buying an estimated $443K and bringing the position to 143,330 shares worth $13.2M. The position accounts for 0.88% of the portfolio, ranked #24.

N.E.W. Advisory Services first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

N.E.W. Advisory Services held 143,330 shares of JPMorgan International Value ETF worth $13.2M as of Q2 2026.
N.E.W. Advisory Services bought 4,854 JPMorgan International Value ETF shares in Q2 2026, an estimated $443K.
JPMorgan International Value ETF made up 0.88% of N.E.W. Advisory Services's portfolio in Q2 2026, its #24 holding.
N.E.W. Advisory Services first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
153 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.