CreativeOne Wealth’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

CreativeOne Wealth’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 Q2	$1.97M	Sell	27,655 -15,737	-36%	-$1.1M	0.04%	360
2026 Q1	$2.83M	Buy	43,392 +345	+0.8%	+$23.5K	0.07%	276
2025 Q4	$2.91M	Buy	43,047 +9,266	+27%	+$628K	0.07%	257
2025 Q3	$2.29M	Sell	33,781 -14,799	-30%	-$978K	0.06%	309
2025 Q2	$3.13M	Sell	48,580 -222	-0.5%	-$13.3K	0.08%	232
2025 Q1	$2.88M	Buy	48,802 +351	+0.7%	+$21.4K	0.09%	226
2024 Q4	$2.91M	Buy	48,451 +144	+0.3%	+$9.01K	0.09%	211
2024 Q3	$3.03M	Buy	48,307 +9,768	+25%	+$593K	0.1%	192
2024 Q2	$2.33M	Buy	38,539 +10,584	+38%	+$615K	0.12%	176
2024 Q1	$1.6M	Buy	+27,955	New	+$1.54M	0.06%	269

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CreativeOne Wealth's JGLO Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 36% in Q2 2026, selling an estimated $1.1M and leaving 27,655 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #360.

CreativeOne Wealth first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.13M in Q2 2025. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

CreativeOne Wealth held 27,655 shares of JPMorgan Global Select Equity ETF worth $1.97M as of Q2 2026.
CreativeOne Wealth sold 15,737 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $1.1M.
JPMorgan Global Select Equity ETF made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #360 holding.
CreativeOne Wealth first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
CreativeOne Wealth's JPMorgan Global Select Equity ETF position peaked at $3.13M in Q2 2025.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.