Sagespring Wealth Partners’s JPMorgan International Value ETF JIVE Stock Holding History

Sagespring Wealth Partners’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	$4.82M	Buy	52,428 +558	+1%	+$50.9K	0.07%	133
2026 Q1	$4.44M	Sell	51,870 -152,052	-75%	-$13.1M	0.08%	124
2025 Q4	$16.4M	Buy	203,922 +11,300	+6%	+$878K	0.3%	53
2025 Q3	$14.5M	Buy	192,622 +9,777	+5%	+$708K	0.28%	52
2025 Q2	$12.7M	Buy	+182,845	New	+$11.8M	0.27%	55

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

Sagespring Wealth Partners's JIVE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its JPMorgan International Value ETF (JIVE) stake by 1.1% in Q2 2026, buying an estimated $50.9K and bringing the position to 52,428 shares worth $4.82M. The position accounts for 0.07% of the portfolio, ranked #133.

Sagespring Wealth Partners first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.4M in Q4 2025. 219 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Sagespring Wealth Partners held 52,428 shares of JPMorgan International Value ETF worth $4.82M as of Q2 2026.
Sagespring Wealth Partners bought 558 JPMorgan International Value ETF shares in Q2 2026, an estimated $50.9K.
JPMorgan International Value ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #133 holding.
Sagespring Wealth Partners first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's JPMorgan International Value ETF position peaked at $16.4M in Q4 2025.
219 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.