Oak Barrel Wealth Advisory’s JPMorgan International Value ETF JIVE Stock Holding History

Oak Barrel Wealth Advisory’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	$10.7M	Buy	+116,833	New	+$10.7M	4.74%	5
2025 Q4	$3.85M	Buy	+47,985	New	+$3.73M	2.3%	7

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oak Barrel Wealth Advisory's JIVE Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan International Value ETF (JIVE) in Q2 2026: 116,833 shares worth $10.7M. The stake represents 4.74% of the portfolio and ranks #5 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JIVE as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JIVE in Q4 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Oak Barrel Wealth Advisory held 116,833 shares of JPMorgan International Value ETF worth $10.7M as of Q2 2026.
JPMorgan International Value ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan International Value ETF made up 4.74% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #5 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 2 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.