Ascent Group’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Ascent Group’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	$1.49M	Sell	20,971 -7,625	-27%	-$533K	0.04%	314
2026 Q1	$1.87M	Buy	28,596 +1,934	+7%	+$132K	0.06%	262
2025 Q4	$1.8M	Sell	26,662 -1,796	-6%	-$122K	0.06%	262
2025 Q3	$1.93M	Buy	28,458 +8,989	+46%	+$594K	0.07%	246
2025 Q2	$1.25M	Sell	19,469 -1,014	-5%	-$60.8K	0.05%	293
2025 Q1	$1.21M	Sell	20,483 -121	-0.6%	-$7.39K	0.05%	304
2024 Q4	$1.24M	Sell	20,604 -1,400	-6%	-$87.6K	0.09%	249
2024 Q3	$1.38M	Sell	22,004 -1,513	-6%	-$91.9K	0.1%	242
2024 Q2	$1.42M	Buy	23,517 +6,770	+40%	+$393K	0.12%	223
2024 Q1	$961K	Buy	+16,747	New	+$920K	0.08%	281

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

Ascent Group's JGLO Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 27% in Q2 2026, selling an estimated $533K and leaving 20,971 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #314.

Ascent Group first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2025. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Ascent Group held 20,971 shares of JPMorgan Global Select Equity ETF worth $1.49M as of Q2 2026.
Ascent Group sold 7,625 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $533K.
JPMorgan Global Select Equity ETF made up 0.04% of Ascent Group's portfolio in Q2 2026, its #314 holding.
Ascent Group first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
Ascent Group's JPMorgan Global Select Equity ETF position peaked at $1.93M in Q3 2025.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.