DWP
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Daymark Wealth Partners’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Daymark Wealth Partners’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 		$1.02M Sell
15,574
-2,093
-12% -$142K 0.03% 293
2025
Q4 		$1.2M Sell
17,667
-269,009
-94% -$18.2M 0.04% 263
2025
Q3 		$19.4M Sell
286,676
-40,533
-12% -$2.68M 0.66% 38
2025
Q2 		$21.1M Sell
327,209
-49,237
-13% -$2.95M 0.8% 33
2025
Q1 		$22.2M Buy
376,446
+27,588
+8% +$1.68M 0.95% 23
2024
Q4 		$20.9M Buy
348,858
+25,736
+8% +$1.61M 0.89% 25
2024
Q3 		$20.3M Buy
323,122
+40,609
+14% +$2.47M 0.86% 25
2024
Q2 		$17.1M Buy
282,513
+172,426
+157% +$10M 0.78% 27
2024
Q1 		$6.32M Buy
+110,087
New +$6.05M 0.34% 72

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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