Sowell Financial Services’s JPMorgan International Value ETF JIVE Stock Holding History

Sowell Financial Services’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	$688K	Sell	7,477 -1,324	-15%	-$121K	0.02%	561
2026 Q1	$754K	Buy	8,801 +165	+2%	+$14.2K	0.03%	509
2025 Q4	$693K	Sell	8,636 -120	-1%	-$9.33K	0.03%	545
2025 Q3	$660K	Sell	8,756 -8	-0.1%	-$579	0.03%	554
2025 Q2	$607K	Buy	+8,764	New	+$564K	0.02%	558

Other funds holding JIVE

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's JIVE Position: Q2 2026 in Review

Sowell Financial Services reduced its JPMorgan International Value ETF (JIVE) stake by 15% in Q2 2026, selling an estimated $121K and leaving 7,477 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #561.

Sowell Financial Services first reported a position in JIVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $754K in Q1 2026. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Sowell Financial Services held 7,477 shares of JPMorgan International Value ETF worth $688K as of Q2 2026.
Sowell Financial Services sold 1,324 JPMorgan International Value ETF shares in Q2 2026, an estimated $121K.
JPMorgan International Value ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #561 holding.
Sowell Financial Services first reported a position in JPMorgan International Value ETF in Q2 2025 and has held it in 5 quarters since.
Sowell Financial Services's JPMorgan International Value ETF position peaked at $754K in Q1 2026.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.