Carson Wealth (CWM LLC)
JGLO icon

Carson Wealth (CWM LLC)’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.49M Buy
38,104
+3,568
+10% +$243K 0.01% 1109
2025
Q4 		$2.34M Buy
34,536
+2,352
+7% +$159K 0.01% 1085
2025
Q3 		$2.18M Buy
32,184
+5,410
+20% +$358K 0.01% 1053
2025
Q2 		$1.72M Buy
26,774
+15,479
+137% +$928K 0.01% 1002
2025
Q1 		$666K Buy
11,295
+4,818
+74% +$294K ﹤0.01% 1343
2024
Q4 		$389K Buy
6,477
+661
+11% +$41.4K ﹤0.01% 1482
2024
Q3 		$364K Buy
+5,816
New +$353K ﹤0.01% 1452

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JGLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan Global Select Equity ETF (JGLO) stake by 10% in Q1 2026, buying an estimated $243K and bringing the position to 38,104 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #1109.

Carson Wealth (CWM LLC) first reported a position in JGLO in Q3 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,104 shares of JPMorgan Global Select Equity ETF worth $2.49M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,568 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $243K.
  • JPMorgan Global Select Equity ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1109 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Global Select Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.