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

SHP Wealth 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
Q1 		$97K Buy
1,132
+20
+2% +$1.73K 0.01% 390
2025
Q4 		$89.3K Buy
+1,112
New +$86.4K 0.01% 369

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's JIVE Position: Q1 2026 in Review

SHP Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 1.8% in Q1 2026, buying an estimated $1.73K and bringing the position to 1,132 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #390.

SHP Wealth Management first reported a position in JIVE in Q4 2025 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold JIVE as of Q1 2026.

  • SHP Wealth Management held 1,132 shares of JPMorgan International Value ETF worth $97K as of Q1 2026.
  • SHP Wealth Management bought 20 JPMorgan International Value ETF shares in Q1 2026, an estimated $1.73K.
  • JPMorgan International Value ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #390 holding.
  • SHP Wealth Management first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.