Capital Investment Advisory Services’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Capital Investment Advisory Services’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	$115K	Sell	1,620 -1,595	-50%	-$112K	0.01%	792
2026 Q1	$210K	Buy	3,215 +3	+0.1%	+$204	0.02%	613
2025 Q4	$217K	Sell	3,212 -480	-13%	-$32.5K	0.02%	587
2025 Q3	$250K	Sell	3,692 -713	-16%	-$47.1K	0.02%	525
2025 Q2	$283K	Sell	4,405 -21	-0.5%	-$1.26K	0.02%	470
2025 Q1	$261K	Buy	+4,426	New	+$270K	0.02%	472

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

Capital Investment Advisory Services's JGLO Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 50% in Q2 2026, selling an estimated $112K and leaving 1,620 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #792.

Capital Investment Advisory Services first reported a position in JGLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q2 2025. 95 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Capital Investment Advisory Services held 1,620 shares of JPMorgan Global Select Equity ETF worth $115K as of Q2 2026.
Capital Investment Advisory Services sold 1,595 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $112K.
JPMorgan Global Select Equity ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #792 holding.
Capital Investment Advisory Services first reported a position in JPMorgan Global Select Equity ETF in Q1 2025 and has held it in 6 quarters since.
Capital Investment Advisory Services's JPMorgan Global Select Equity ETF position peaked at $283K in Q2 2025.
95 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.