Saxony Capital Management’s JPMorgan International Value ETF JIVE Stock Holding History

Saxony Capital 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	$7.13M	Buy	77,538 +12,650	+19%	+$1.15M	3.27%	4
2026 Q1	$5.56M	Buy	64,888 +13,881	+27%	+$1.2M	3.22%	4
2025 Q4	$4.09M	Buy	51,007 +47,786	+1,484%	+$3.71M	2.51%	7
2025 Q3	$243K	Buy	+3,221	New	+$233K	0.16%	128

Other funds holding JIVE

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Saxony Capital Management's JIVE Position: Q2 2026 in Review

Saxony Capital Management increased its JPMorgan International Value ETF (JIVE) stake by 19% in Q2 2026, buying an estimated $1.15M and bringing the position to 77,538 shares worth $7.13M. The position accounts for 3.27% of the portfolio, ranked #4.

Saxony Capital Management first reported a position in JIVE in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Saxony Capital Management held 77,538 shares of JPMorgan International Value ETF worth $7.13M as of Q2 2026.
Saxony Capital Management bought 12,650 JPMorgan International Value ETF shares in Q2 2026, an estimated $1.15M.
JPMorgan International Value ETF made up 3.27% of Saxony Capital Management's portfolio in Q2 2026, its #4 holding.
Saxony Capital Management first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.