· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $96.20Day +2.88%1Y +41.6%Off 52W high −0.0%Vol (1Y) 15.1%
Daily closing price, split-adjusted to the current basis; 2.9y shown of 955 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
JIVE is not in the screener universe.
| YTD+19.8% |
| 1Y+41.6% |
| 3Y+110.4% |
| 5Y+110.4% |
| 10Y+2555.4% |
| Since incept. (ann.)+38.8% |
Total return through 2026-07-30 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)15.1% |
| Ann. volatility (3Y)15.1% |
| Sharpe (1Y)2.33 |
| Sharpe (3Y)1.81 |
| Max drawdown (1Y)−10.5% |
| Max drawdown (3Y)−13.8% |
| Beta (3Y vs SPY)0.44 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| LPL Financial LLC | 3.0M | $253M | — | +71.3% |
| ENVESTNET ASSET MANAGEMENT INC | 1.6M | $135M | — | +7.1% |
| RiverFront Investment Group, LLC | 1.5M | $132M | — | +9.1% |
| BANK OF AMERICA CORP /DE/ | 1.2M | $100M | — | +2197.2% |
| OSAIC HOLDINGS, INC. | 882,916 | $76M | — | +22.0% |
| RAYMOND JAMES FINANCIAL INC | 819,810 | $70M | — | +90.1% |
| Janney Montgomery Scott LLC | 536,470 | $46M | — | +29.0% |
| Cetera Investment Advisers | 510,101 | $44M | — | +116.2% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
No reported quarters on file for JIVE.
