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Peninsula Wealth’s JPMorgan International Growth ETF JIG Stock Holding History

Peninsula Wealth’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.2M Buy
195,541
+57,722
+42% +$3.78M 2.08% 11
2024
Q3 		$9.13M Buy
137,819
+7,350
+6% +$478K 1.59% 13
2024
Q2 		$8.75M Buy
130,469
+48,661
+59% +$3.05M 1.64% 14
2024
Q1 		$5.15M Buy
81,808
+42,869
+110% +$2.58M 1.03% 17
2023
Q4 		$2.27M Buy
38,939
+32,824
+537% +$1.81M 0.47% 22
2023
Q3 		$317K Buy
+6,115
New +$349K 0.07% 65

Other funds holding JIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

Peninsula Wealth's JIG Position: Q4 2024 in Review

Peninsula Wealth increased its JPMorgan International Growth ETF (JIG) stake by 42% in Q4 2024, buying an estimated $3.78M and bringing the position to 195,541 shares worth $12.2M. The position accounts for 2.08% of the portfolio, ranked #11.

Peninsula Wealth first reported a position in JIG in Q3 2023 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold JIG as of Q4 2024.

  • Peninsula Wealth held 195,541 shares of JPMorgan International Growth ETF worth $12.2M as of Q4 2024.
  • Peninsula Wealth bought 57,722 JPMorgan International Growth ETF shares in Q4 2024, an estimated $3.78M.
  • JPMorgan International Growth ETF made up 2.08% of Peninsula Wealth's portfolio in Q4 2024, its #11 holding.
  • Peninsula Wealth first reported a position in JPMorgan International Growth ETF in Q3 2023 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.