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 Q2	$8.27M	Buy	89,917 +19,484	+28%	+$1.78M	1.7%	12
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 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

Plan Group Financial's JIVE Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan International Value ETF (JIVE) stake by 28% in Q2 2026, buying an estimated $1.78M and bringing the position to 89,917 shares worth $8.27M. The position accounts for 1.7% of the portfolio, ranked #12.

Plan Group Financial first reported a position in JIVE in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Plan Group Financial held 89,917 shares of JPMorgan International Value ETF worth $8.27M as of Q2 2026.
Plan Group Financial bought 19,484 JPMorgan International Value ETF shares in Q2 2026, an estimated $1.78M.
JPMorgan International Value ETF made up 1.7% of Plan Group Financial's portfolio in Q2 2026, its #12 holding.
Plan Group Financial first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 4 quarters since.
219 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.