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 Q2	$16.8M	Sell	235,329 -200,839	-46%	-$14M	0.03%	400
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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

AssetMark Inc's JGLO Position: Q2 2026 in Review

AssetMark Inc reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 46% in Q2 2026, selling an estimated $14M and leaving 235,329 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #400.

AssetMark Inc first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $50.3M in Q3 2024. 42 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

AssetMark Inc held 235,329 shares of JPMorgan Global Select Equity ETF worth $16.8M as of Q2 2026.
AssetMark Inc sold 200,839 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $14M.
JPMorgan Global Select Equity ETF made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #400 holding.
AssetMark Inc first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
AssetMark Inc's JPMorgan Global Select Equity ETF position peaked at $50.3M in Q3 2024.
42 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.