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Canvas Wealth Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Canvas Wealth Advisors’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
2025
Q1 		– Sell
-3,824
Closed -$230K – 189
2024
Q4 		$230K Sell
3,824
-2,035
-35% -$127K 0.06% 156
2024
Q3 		$367K Buy
+5,859
New +$356K 0.1% 108

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Canvas Wealth Advisors's JGLO Position: Q1 2025 in Review

Canvas Wealth Advisors sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2025, closing a stake of 3,824 shares — an estimated $230K sold.

Canvas Wealth Advisors first reported a position in JGLO in Q3 2024 and held it in 2 quarters. The position peaked at $367K in Q3 2024. 72 funds tracked by Wall St. Rank hold JGLO as of Q1 2025.

  • Canvas Wealth Advisors reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 3,824 JPMorgan Global Select Equity ETF shares in Q1 2025, an estimated $230K.
  • Canvas Wealth Advisors first reported a position in JPMorgan Global Select Equity ETF in Q3 2024 and held it in 2 quarters.
  • Canvas Wealth Advisors's JPMorgan Global Select Equity ETF position peaked at $367K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2025.

Based on Canvas Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.