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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
Q2 		$106K Buy
1,157
+25
+2% +$2.28K 0.01% 406
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 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SHP Wealth Management's JIVE Position: Q2 2026 in Review

SHP Wealth Management increased its JPMorgan International Value ETF (JIVE) stake by 2.2% in Q2 2026, buying an estimated $2.28K and bringing the position to 1,157 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #406.

SHP Wealth Management first reported a position in JIVE in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • SHP Wealth Management held 1,157 shares of JPMorgan International Value ETF worth $106K as of Q2 2026.
  • SHP Wealth Management bought 25 JPMorgan International Value ETF shares in Q2 2026, an estimated $2.28K.
  • JPMorgan International Value ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #406 holding.
  • SHP Wealth Management first reported a position in JPMorgan International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.