Farther Finance Advisors, LLC JIVE — JPMORGAN INTERNATIONAL VALUE ETF

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported JPMORGAN INTERNATIONAL VALUE ETF (JIVE) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q3. The latest visible filing shows JIVE at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JIVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in JPMORGAN INTERNATIONAL VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JIVE was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held JIVE — position size vs. price
% of Fund (quarterly)    JIVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 105,516 +26,669 +33.8% 0.07% $10.0M 2026-10-08 $93.96
2026 Q2 ADDED — — — 78,847 +78,058 +9893.3% 0.06% $7.3M 2026-07-17 $92.79
2026 Q1 REDUCED 98.8% +7.1% ❌ 789 -63,423 -98.8% 0.00% $68K 2026-04-07 $86.77
2025 Q4 ADDED — — — 64,212 +63,676 +11879.9% 0.06% $5.2M 2026-01-23 $85.21
2025 Q3 INITIATED — — — 536 — — 0.00% $40K 2025-10-14 $72.83

FAQ About Farther Finance Advisors, LLC and JIVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning JIVE?

Farther Finance Advisors, LLC reported JIVE across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported JIVE position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for JIVE was 0.07% in 2026 Q3.

What is the latest reported JIVE position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 105,516 shares, equal to 0.07% of portfolio, with an estimated market value of $10.0M.

What does the chart on this JIVE ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly JIVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their JIVE position?

Based on 13F filing dates vs. subsequent JIVE price moves, Farther Finance Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JIVE relative to SPY over the holding period was -99.1%.

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