Roger Wittlin Investment Advisory’s JPMorgan International Value ETF JIVE Stock Holding History

Roger Wittlin Investment Advisory’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	$391K	Hold	4,252	–	–	0.31%	34
2026 Q1	$364K	Buy	+4,252	New	+$367K	0.3%	33

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

Roger Wittlin Investment Advisory's JIVE Position: Q2 2026 in Review

Roger Wittlin Investment Advisory held its JPMorgan International Value ETF (JIVE) position steady in Q2 2026 at 4,252 shares worth $391K. The position accounts for 0.31% of the portfolio, ranked #34.

Roger Wittlin Investment Advisory first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Roger Wittlin Investment Advisory held 4,252 shares of JPMorgan International Value ETF worth $391K as of Q2 2026.
Roger Wittlin Investment Advisory left its JPMorgan International Value ETF share count unchanged in Q2 2026.
JPMorgan International Value ETF made up 0.31% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #34 holding.
Roger Wittlin Investment Advisory first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.