Walkner Condon Financial Advisors’s JPMorgan International Value ETF JIVE Stock Holding History

Walkner Condon Financial 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	$6.85M	Buy	74,491 +10,967	+17%	+$1,000K	0.79%	30
2026 Q1	$5.44M	Buy	63,524 +17,429	+38%	+$1.5M	0.72%	33
2025 Q4	$3.7M	Buy	46,095 +13,740	+42%	+$1.07M	0.51%	42
2025 Q3	$2.44M	Buy	32,355 +18,230	+129%	+$1.32M	0.39%	62
2025 Q2	$979K	Buy	14,125 +6,250	+79%	+$402K	0.18%	101
2025 Q1	$487K	Buy	+7,875	New	+$466K	0.1%	157

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

Walkner Condon Financial Advisors's JIVE Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan International Value ETF (JIVE) stake by 17% in Q2 2026, buying an estimated $1,000K and bringing the position to 74,491 shares worth $6.85M. The position accounts for 0.79% of the portfolio, ranked #30.

Walkner Condon Financial Advisors first reported a position in JIVE in Q1 2025 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

Walkner Condon Financial Advisors held 74,491 shares of JPMorgan International Value ETF worth $6.85M as of Q2 2026.
Walkner Condon Financial Advisors bought 10,967 JPMorgan International Value ETF shares in Q2 2026, an estimated $1,000K.
JPMorgan International Value ETF made up 0.79% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #30 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan International Value ETF in Q1 2025 and has held it in 6 quarters since.
218 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.