AssetMark Inc’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

AssetMark Inc’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 Q3	$2.58M	Sell	35,582 -199,747	-85%	-$14.5M	﹤0.01%	886
2026 Q2	$16.8M	Sell	235,329 -200,839	-46%	-$14M	0.03%	401
2026 Q1	$28.5M	Sell	436,168 -6,343	-1%	-$431K	0.06%	257
2025 Q4	$29.9M	Sell	442,511 -83,556	-16%	-$5.66M	0.06%	250
2025 Q3	$35.7M	Sell	526,067 -233,742	-31%	-$15.5M	0.08%	200
2025 Q2	$48.9M	Sell	759,809 -10,199	-1%	-$611K	0.12%	154
2025 Q1	$45.4M	Sell	770,008 -24,524	-3%	-$1.5M	0.12%	151
2024 Q4	$47.7M	Sell	794,532 -8,825	-1%	-$552K	0.13%	142
2024 Q3	$50.3M	Sell	803,357 -7,102	-0.9%	-$431K	0.14%	144
2024 Q2	$49M	Buy	810,459 +150,165	+23%	+$8.72M	0.15%	137
2024 Q1	$37.9M	Buy	+660,294	New	+$36.3M	0.12%	155

Other funds holding JGLO

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's JGLO Position: Q3 2026 in Review

AssetMark Inc reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 85% in Q3 2026, selling an estimated $14.5M and leaving 35,582 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

AssetMark Inc first reported a position in JGLO in Q1 2024 and has held it in 11 quarters since. The position peaked at $50.3M in Q3 2024. 18 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

AssetMark Inc held 35,582 shares of JPMorgan Global Select Equity ETF worth $2.58M as of Q3 2026.
AssetMark Inc sold 199,747 JPMorgan Global Select Equity ETF shares in Q3 2026, an estimated $14.5M.
JPMorgan Global Select Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #886 holding.
AssetMark Inc first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's JPMorgan Global Select Equity ETF position peaked at $50.3M in Q3 2024.
18 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.