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Capital Analysts LLC’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Capital Analysts LLC’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 		$58K Buy
811
+404
+99% +$28.3K ﹤0.01% 958
2026
Q1 		$27K Buy
407
+369
+971% +$25.1K ﹤0.01% 1062
2025
Q4 		$3K Buy
+38
New +$2.58K ﹤0.01% 1388

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capital Analysts LLC's JGLO Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Global Select Equity ETF (JGLO) stake by 99% in Q2 2026, buying an estimated $28.3K and bringing the position to 811 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Capital Analysts LLC first reported a position in JGLO in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

  • Capital Analysts LLC held 811 shares of JPMorgan Global Select Equity ETF worth $58K as of Q2 2026.
  • Capital Analysts LLC bought 404 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $28.3K.
  • JPMorgan Global Select Equity ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #958 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Global Select Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.