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Richardson Financial Services’s JPMorgan International Value ETF JIVE Stock Holding History

Richardson Financial Services’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 		$165K Sell
1,795
-22
-1% -$2.01K 0.09% 183
2026
Q1 		$156K Buy
1,817
+71
+4% +$6.12K 0.1% 177
2025
Q4 		$140K Buy
1,746
+315
+22% +$24.5K 0.05% 195
2025
Q3 		$108K Buy
+1,431
New +$104K 0.07% 205

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richardson Financial Services's JIVE Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan International Value ETF (JIVE) stake by 1.2% in Q2 2026, selling an estimated $2.01K and leaving 1,795 shares worth $165K. The position accounts for 0.09% of the portfolio, ranked #183.

Richardson Financial Services 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.

  • Richardson Financial Services held 1,795 shares of JPMorgan International Value ETF worth $165K as of Q2 2026.
  • Richardson Financial Services sold 22 JPMorgan International Value ETF shares in Q2 2026, an estimated $2.01K.
  • JPMorgan International Value ETF made up 0.09% of Richardson Financial Services's portfolio in Q2 2026, its #183 holding.
  • Richardson Financial Services 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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.