Robertson Stephens Wealth Management’s JPMorgan International Value ETF JIVE Stock Holding History

Robertson Stephens Wealth Management’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	$6.37M	Buy	69,258 +15,309	+28%	+$1.4M	0.16%	109
2026 Q1	$4.62M	Buy	53,949 +20,289	+60%	+$1.75M	0.13%	129
2025 Q4	$2.7M	Buy	+33,660	New	+$2.62M	0.07%	179

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

Robertson Stephens Wealth Management's JIVE Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 28% in Q2 2026, buying an estimated $1.4M and bringing the position to 69,258 shares worth $6.37M. The position accounts for 0.16% of the portfolio, ranked #109.

Robertson Stephens Wealth Management first reported a position in JIVE in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Robertson Stephens Wealth Management held 69,258 shares of JPMorgan International Value ETF worth $6.37M as of Q2 2026.
Robertson Stephens Wealth Management bought 15,309 JPMorgan International Value ETF shares in Q2 2026, an estimated $1.4M.
JPMorgan International Value ETF made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #109 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 3 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.