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Schwarz Dygos Wheeler Investment Advisors’s JPMorgan International Value ETF JIVE Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$280K Buy
3,047
+443
+17% +$40.4K 0.05% 142
2026
Q1 		$223K Buy
+2,604
New +$225K 0.05% 155

Other funds holding JIVE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's JIVE Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its JPMorgan International Value ETF (JIVE) stake by 17% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,047 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #142.

Schwarz Dygos Wheeler Investment Advisors first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 3,047 shares of JPMorgan International Value ETF worth $280K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 443 JPMorgan International Value ETF shares in Q2 2026, an estimated $40.4K.
  • JPMorgan International Value ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.