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

Clearstead 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
-7,850
Closed -$471K – 2263
2024
Q4 		$471K Buy
+7,850
New +$491K 0.01% 592

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 $787M AUM 22.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Advisors's JGLO Position: Q1 2025 in Review

Clearstead Advisors sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2025, closing a stake of 7,850 shares — an estimated $471K sold.

Clearstead Advisors first reported a position in JGLO in Q4 2024 and held it in 1 quarter. The position peaked at $471K in Q4 2024. 72 funds tracked by Wall St. Rank hold JGLO as of Q1 2025.

  • Clearstead Advisors reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 7,850 JPMorgan Global Select Equity ETF shares in Q1 2025, an estimated $471K.
  • Clearstead Advisors first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and held it in 1 quarter.
  • Clearstead Advisors's JPMorgan Global Select Equity ETF position peaked at $471K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.