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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management

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

Envestnet Asset Management

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

Janney Montgomery Scott

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

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

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

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