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Richardson Financial Services’s JPMorgan International Growth ETF JIG Stock Holding History

Richardson Financial Services’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
2026
Q1 		$107K Sell
1,447
-98
-6% -$7.58K 0.07% 219
2025
Q4 		$113K Buy
1,545
+110
+8% +$8.24K 0.04% 216
2025
Q3 		$108K Buy
+1,435
New +$104K 0.07% 203

Other funds holding JIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Richardson Financial Services's JIG Position: Q1 2026 in Review

Richardson Financial Services reduced its JPMorgan International Growth ETF (JIG) stake by 6.3% in Q1 2026, selling an estimated $7.58K and leaving 1,447 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #219.

Richardson Financial Services first reported a position in JIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q4 2025. 88 funds tracked by Wall St. Rank hold JIG as of Q1 2026.

  • Richardson Financial Services held 1,447 shares of JPMorgan International Growth ETF worth $107K as of Q1 2026.
  • Richardson Financial Services sold 98 JPMorgan International Growth ETF shares in Q1 2026, an estimated $7.58K.
  • JPMorgan International Growth ETF made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #219 holding.
  • Richardson Financial Services first reported a position in JPMorgan International Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Richardson Financial Services's JPMorgan International Growth ETF position peaked at $113K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.