Aegis Wealth Management (Iowa)’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Aegis Wealth Management (Iowa)’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 Q2	–	Sell	-3,487	Closed	-$228K	–	123
2026 Q1	$228K	Buy	3,487 +407	+13%	+$27.7K	0.18%	98
2025 Q4	$208K	Buy	+3,080	New	+$209K	0.16%	96

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JGLO Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of JPMorgan Global Select Equity ETF (JGLO) in Q2 2026, closing a stake of 3,487 shares — an estimated $228K sold.

Aegis Wealth Management (Iowa) first reported a position in JGLO in Q4 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Aegis Wealth Management (Iowa) reported no remaining JPMorgan Global Select Equity ETF position as of Q2 2026 after selling out during the quarter.
Aegis Wealth Management (Iowa) sold 3,487 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $228K.
Aegis Wealth Management (Iowa) first reported a position in JPMorgan Global Select Equity ETF in Q4 2025 and held it in 2 quarters.
Aegis Wealth Management (Iowa)'s JPMorgan Global Select Equity ETF position peaked at $228K in Q1 2026.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.