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Plan Group Financial’s JPMorgan International Value ETF JIVE Stock Holding History

Plan Group 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 		$6.03M Buy
70,433
+32,205
+84% +$2.78M 1.42% 17
2025
Q4 		$3.07M Buy
38,228
+12,170
+47% +$946K 0.8% 37
2025
Q3 		$1.96M Buy
+26,058
New +$1.89M 0.53% 69

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plan Group Financial's JIVE Position: Q1 2026 in Review

Plan Group Financial increased its JPMorgan International Value ETF (JIVE) stake by 84% in Q1 2026, buying an estimated $2.78M and bringing the position to 70,433 shares worth $6.03M. The position accounts for 1.42% of the portfolio, ranked #17.

Plan Group Financial first reported a position in JIVE in Q3 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold JIVE as of Q1 2026.

  • Plan Group Financial held 70,433 shares of JPMorgan International Value ETF worth $6.03M as of Q1 2026.
  • Plan Group Financial bought 32,205 JPMorgan International Value ETF shares in Q1 2026, an estimated $2.78M.
  • JPMorgan International Value ETF made up 1.42% of Plan Group Financial's portfolio in Q1 2026, its #17 holding.
  • Plan Group Financial first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.