Plan Group Financial
JIVE icon

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
Q3 		$10M Buy
106,208
+16,291
+18% +$1.57M 1.97% 11
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

Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Plan Group Financial's JIVE Position: Q3 2026 in Review

Plan Group Financial increased its JPMorgan International Value ETF (JIVE) stake by 18% in Q3 2026, buying an estimated $1.57M and bringing the position to 106,208 shares worth $10M. The position accounts for 1.97% of the portfolio, ranked #11.

Plan Group Financial first reported a position in JIVE in Q3 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

  • Plan Group Financial held 106,208 shares of JPMorgan International Value ETF worth $10M as of Q3 2026.
  • Plan Group Financial bought 16,291 JPMorgan International Value ETF shares in Q3 2026, an estimated $1.57M.
  • JPMorgan International Value ETF made up 1.97% of Plan Group Financial's portfolio in Q3 2026, its #11 holding.
  • Plan Group Financial first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.