--- title: "Fiduciary Family Office Dumps Its Entire $10.2 Million Stake in JIVE" type: "News" locale: "en" url: "https://longbridge.com/en/news/287116169.md" description: "Fiduciary Family Office has sold its entire 118,000-share stake in JPMorgan International Value ETF (JIVE) for approximately $10.2 million, reducing its allocation from 2.7% of AUM to zero. Despite this exit, JIVE has performed well, up 41.5% over the past year, outperforming the S&P 500. The sale may reflect profit-taking or a strategic rebalancing towards U.S. tech stocks, as the fund's holdings are now heavily weighted in that sector." datetime: "2026-05-20T20:35:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287116169.md) - [en](https://longbridge.com/en/news/287116169.md) - [zh-HK](https://longbridge.com/zh-HK/news/287116169.md) generator: "portal-rs" --- # Fiduciary Family Office Dumps Its Entire $10.2 Million Stake in JIVE ## Key Points - Fiduciary Family Office sold its entire 118,000-share position in JIVE, with an estimated transaction value of $10.2 million. - The fund fully exited the position, which had accounted for 2.7% of AUM in the prior quarter. - 10 stocks we like better than J.p. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF › ## What happened According to a recent SEC filing, Fiduciary Family Office, LLC, sold its entire holding of 118,000 shares in **JPMorgan International Value ETF** (NASDAQ:JIVE) during the first quarter of 2026. The estimated transaction value was $10.2 million, calculated using the quarter’s average closing price. ## What else to know - The fund fully exited its JIVE position, reducing its allocation from 2.7% of AUM in the prior quarter to zero. - Top holdings following the filing: - NASDAQ: AAPL: $113.3 million (32.3% of AUM) - NASDAQ: NVDA: $13.4 million (3.8% of AUM) - NASDAQ: GOOG/L (multiple share classes): $12.8 million (3.6% of AUM) - NYSEMKT: JEPI: $9.9 million (2.8% of AUM) - NASDAQ: MSFT: $8.0 million (2.3% of AUM) - As of May 19, 2026, JIVE shares were trading at $90.66, up about 41.5% over the past year -- outperforming the S&P 500 by roughly 16.5 percentage points, and outperforming its Foreign Large Value category benchmark by roughly 8 percentage points. ## ETF overview | Metric | Value | | ----------------------------- | ------------ | | AUM | $2.3 billion | | Dividend yield | 2.02% | | Expense ratio | 0.55% | | 1-year return (as of 5/19/26) | 41.49% | ## ETF snapshot JPMorgan International Value ETF (JIVE) gives investors access to a diversified portfolio of international equities, with an emphasis on value opportunities across both developed and emerging markets. - Invests in equity securities of foreign companies, seeking income and broad global diversification outside the United States. - Structured as an ETF for transparency and liquidity, with an expense ratio of 0.55%. - Offers a 2.02% dividend yield alongside strong one-year price performance. ## What this transaction means for investors This complete exit of a meaningful position is worth a closer look -- but not necessarily because it signals something worrying about JIVE. JIVE has been one of the stronger-performing international ETFs over the past year, up more than 41% and handily beating both the S&P 500 and its own category benchmark. For a wealth manager like Fiduciary Family Office, selling into that kind of strength looks a lot like straightforward profit-taking. It's also worth noting the portfolio context. After this sale, the fund's holdings are heavily tilted toward U.S. mega-cap tech -- with **Apple** (NASDAQ:AAPL) alone representing nearly a third of assets under management. Shedding an international value fund like JIVE could reflect a deliberate choice to reduce geographic and style diversification, or it may simply be a rebalancing decision after the position grew larger than desired. For long-term investors, a single institutional exit from JIVE -- especially after a strong run -- doesn't change the ETF's underlying investment case. JIVE remains a straightforward way to gain diversified exposure to international value stocks, with a competitive yield and low cost. Investors who believe international equities are due for a continued run relative to U.S. stocks may see any share price pullback around moves like this as an opportunity rather than a warning sign. ## Should you buy stock in J.p. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF right now? Before you buy stock in J.p. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF, consider this: The *Motley Fool Stock Advisor* analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and J.p. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when **Netflix** made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, **you’d have $481,750**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, **you’d have $1,352,457**!\* Now, it’s worth noting *Stock Advisor’s* total average return is 990% — a market-crushing outperformance compared to 206% for the S&P 500. **Don't miss the latest top 10 list, available with *Stock Advisor*, and join an investing community built by individual investors for individual investors.** See the 10 stocks » *\*Stock Advisor returns as of May 20, 2026.* *Andy Gould has positions in Alphabet, Apple, and Nvidia and has the following options: long January 2027 $125 calls on Nvidia and short January 2027 $125 puts on Nvidia. The Motley Fool has positions in and recommends Alphabet, Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.* The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ### Related Stocks - [JIVE.US](https://longbridge.com/en/quote/JIVE.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [JEPI.US](https://longbridge.com/en/quote/JEPI.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [NFLX.US](https://longbridge.com/en/quote/NFLX.US.md) - [NDAQ.US](https://longbridge.com/en/quote/NDAQ.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [JPMorgan Chase announces JPST monthly cash distribution of $ 0.07 per unit](https://longbridge.com/en/news/298582550.md) - [Concurrent Investment Advisors LLC Sells 18,539 Shares of Packaging Corporation of America $PKG](https://longbridge.com/en/news/298696819.md) - [GraniteShares YieldBOOST NVDA ETF declares $0.0898 dividend](https://longbridge.com/en/news/298735182.md) - [This ETF paid out big. 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