RiverFront Investment Group, LLC JIVE — J P MORGAN EXCHANGE T

Ownership history in RiverFront Investment Group, LLC  ·  6 quarters on record

AI Ownership Summary

RiverFront Investment Group, LLC reported J P MORGAN EXCHANGE T (JIVE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.87% in 2025 Q4. The latest visible filing shows JIVE at 1.87% 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 RiverFront Investment Group, LLC's position in J P MORGAN EXCHANGE T, 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
2025 Q4

JIVE was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

JIVE stock page RiverFront Investment Group, LLC fund profile RiverFront Investment Group, LLC full holdings
How RiverFront Investment Group, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,409,592 +57,349 +4.2% 1.87% $113.2M 2026-02-14 (Est.) $90.04
2025 Q3 ADDED — — — 1,352,243 +62,916 +4.9% 1.80% $102.4M 2025-11-13 $76.53
2025 Q2 ADDED — — — 1,289,327 +786,089 +156.2% 1.74% $89.3M 2025-08-12 $70.93
2025 Q1 ADDED — — — 503,238 +33,383 +7.1% 0.69% $31.1M 2025-05-14 $62.97
2024 Q4 ADDED — — — 469,855 +32,129 +7.3% 0.59% $25.9M 2025-02-12 $57.41
2024 Q3 INITIATED — — — 437,726 — — 0.62% $26.2M 2024-11-08 $54.64

🏢 Other funds also holding JIVE

As of 2026 Q1 — sorted by position size

AVAII WEALTH MANAGEMENT, LLC 3Y 4.32% Saxony Capital Management, LLC 3.22% WESPAC Advisors, LLC 3Y 7Y 2.56% Aspire Capital Advisors LLC 3Y 2.54% TKG Advisors, LLC 3Y 2.26% Comprehensive Financial Planning, Inc./PA 2.23% Lineweaver Wealth Advisors, LLC 3Y 2.14% Base Wealth Management LLC 2.06% RETIREMENT GUYS FORMULA LLC 3Y 1.7% Plan Group Financial, LLC 3Y 1.42%

FAQ About RiverFront Investment Group, 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 RiverFront Investment Group, LLC reported owning JIVE?

RiverFront Investment Group, LLC reported JIVE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported JIVE position in RiverFront Investment Group, LLC's portfolio?

The largest reported portfolio weight for JIVE was 1.87% in 2025 Q4.

What is the latest reported JIVE position on this page?

The most recent filing on this page is 2025 Q4, when RiverFront Investment Group, LLC reported 1,409,592 shares, equal to 1.87% of portfolio, with an estimated market value of $113.2M.

What does the chart on this JIVE ownership page compare?

The chart compares RiverFront Investment Group, 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 RiverFront Investment Group, LLC time their JIVE position?

Based on 13F filing dates vs. subsequent JIVE price moves, RiverFront Investment Group, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on JIVE relative to SPY over the holding period was +32.2%.

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