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Concourse Financial Group Securities’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Concourse Financial Group Securities’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
-10,341
Closed -$645K – 1117
2024
Q4 		$645K Buy
10,341
+1,546
+18% +$96.8K 0.04% 424
2024
Q3 		$551K Buy
8,795
+1,895
+27% +$115K 0.03% 432
2024
Q2 		$417K Buy
6,900
+3,580
+108% +$208K 0.03% 491
2024
Q1 		$191K Buy
+3,320
New +$182K 0.01% 691

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 $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 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

Concourse Financial Group Securities's JGLO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2025, closing a stake of 10,341 shares — an estimated $645K sold.

Concourse Financial Group Securities first reported a position in JGLO in Q1 2024 and held it in 4 quarters. The position peaked at $645K in Q4 2024. 72 funds tracked by Wall St. Rank hold JGLO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10,341 JPMorgan Global Select Equity ETF shares in Q1 2025, an estimated $645K.
  • Concourse Financial Group Securities first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's JPMorgan Global Select Equity ETF position peaked at $645K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.