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5T Wealth’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

5T Wealth’s Portfolio JGLO Stock Details JGLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03M Buy
31,118
+66
+0.2% +$4.49K 0.8% 40
2025
Q4 		$2.1M Buy
31,052
+7,087
+30% +$480K 0.84% 38
2025
Q3 		$1.62M Buy
23,965
+6,047
+34% +$400K 0.71% 41
2025
Q2 		$1.15M Sell
17,918
-9,739
-35% -$584K 0.55% 47
2025
Q1 		$1.63M Buy
27,657
+1,756
+7% +$107K 0.87% 36
2024
Q4 		$1.56M Buy
+25,901
New +$1.62M 0.85% 40

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

5T Wealth's JGLO Position: Q1 2026 in Review

5T Wealth increased its JPMorgan Global Select Equity ETF (JGLO) stake by 0.21% in Q1 2026, buying an estimated $4.49K and bringing the position to 31,118 shares worth $2.03M. The position accounts for 0.8% of the portfolio, ranked #40.

5T Wealth first reported a position in JGLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2025. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

  • 5T Wealth held 31,118 shares of JPMorgan Global Select Equity ETF worth $2.03M as of Q1 2026.
  • 5T Wealth bought 66 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $4.49K.
  • JPMorgan Global Select Equity ETF made up 0.8% of 5T Wealth's portfolio in Q1 2026, its #40 holding.
  • 5T Wealth first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 5T Wealth's JPMorgan Global Select Equity ETF position peaked at $2.1M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.