Schwallier Wealth Management’s JPMorgan International Growth ETF JIG Stock Holding History

Schwallier Wealth Management’s Portfolio JIG Stock Details JIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16M	Buy	+59,168	New	+$4.88M	3.26%	10

Other funds holding JIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schwallier Wealth Management's JIG Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in JPMorgan International Growth ETF (JIG) in Q2 2026: 59,168 shares worth $5.16M. The stake represents 3.26% of the portfolio and ranks #10 among its holdings.

90 funds tracked by Wall St. Rank hold JIG as of Q2 2026.

Schwallier Wealth Management held 59,168 shares of JPMorgan International Growth ETF worth $5.16M as of Q2 2026.
JPMorgan International Growth ETF was a new Schwallier Wealth Management position in Q2 2026.
JPMorgan International Growth ETF made up 3.26% of Schwallier Wealth Management's portfolio in Q2 2026, its #10 holding.
90 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.