Sard Wealth Management Group’s JPMorgan International Value ETF JIVE Stock Holding History

Sard Wealth Management Group’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 Q3	$12.7M	Buy	+133,002	New	+$12.8M	5.07%	8

Other funds holding JIVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Sard Wealth Management Group's JIVE Position: Q3 2026 in Review

Sard Wealth Management Group opened a new position in JPMorgan International Value ETF (JIVE) in Q3 2026: 133,002 shares worth $12.7M. The stake represents 5.07% of the portfolio and ranks #8 among its holdings.

219 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

Sard Wealth Management Group held 133,002 shares of JPMorgan International Value ETF worth $12.7M as of Q3 2026.
JPMorgan International Value ETF was a new Sard Wealth Management Group position in Q3 2026.
JPMorgan International Value ETF made up 5.07% of Sard Wealth Management Group's portfolio in Q3 2026, its #8 holding.
219 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.