Cornerstone Planning Group’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Cornerstone Planning Group’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	$21.3K	Buy	+305	New	+$20.7K	﹤0.01%	645

Other funds holding JGLO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cornerstone Planning Group's JGLO Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in JPMorgan Global Select Equity ETF (JGLO) in Q1 2026: 305 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

Cornerstone Planning Group held 305 shares of JPMorgan Global Select Equity ETF worth $21.3K as of Q1 2026.
JPMorgan Global Select Equity ETF was a new Cornerstone Planning Group position in Q1 2026.
JPMorgan Global Select Equity ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #645 holding.
106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.