Cornerstone Planning Group
JGLO icon

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
Q3 		– Sell
-322
Closed -$23.1K – 961
2026
Q2 		$23.1K Buy
322
+17
+6% +$1.19K ﹤0.01% 629
2026
Q1 		$21.3K Buy
+305
New +$20.7K ﹤0.01% 645

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WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
Emergent Wealth Advisors
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Cornerstone Planning Group's JGLO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan Global Select Equity ETF (JGLO) in Q3 2026, closing a stake of 322 shares — an estimated $23.1K sold.

Cornerstone Planning Group first reported a position in JGLO in Q1 2026 and held it in 2 quarters. The position peaked at $23.1K in Q2 2026. 16 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining JPMorgan Global Select Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 322 JPMorgan Global Select Equity ETF shares in Q3 2026, an estimated $23.1K.
  • Cornerstone Planning Group first reported a position in JPMorgan Global Select Equity ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's JPMorgan Global Select Equity ETF position peaked at $23.1K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.