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WESPAC Advisors SoCal’s JPMorgan International Value ETF JIVE Stock Holding History

WESPAC Advisors SoCal’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 		$6.33M Buy
68,788
+2,540
+4% +$232K 1.13% 32
2026
Q1 		$5.67M Buy
+66,248
New +$5.71M 1.21% 30

Other funds holding JIVE

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 $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

WESPAC Advisors SoCal's JIVE Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its JPMorgan International Value ETF (JIVE) stake by 3.8% in Q2 2026, buying an estimated $232K and bringing the position to 68,788 shares worth $6.33M. The position accounts for 1.13% of the portfolio, ranked #32.

WESPAC Advisors SoCal first reported a position in JIVE in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold JIVE as of Q2 2026.

  • WESPAC Advisors SoCal held 68,788 shares of JPMorgan International Value ETF worth $6.33M as of Q2 2026.
  • WESPAC Advisors SoCal bought 2,540 JPMorgan International Value ETF shares in Q2 2026, an estimated $232K.
  • JPMorgan International Value ETF made up 1.13% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #32 holding.
  • WESPAC Advisors SoCal first reported a position in JPMorgan International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.