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

Echo Wealth Management’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	–	Sell	-3,003	Closed	-$203K	–	48
2025 Q4	$203K	Sell	3,003 -474	-14%	-$32.1K	0.12%	46
2025 Q3	$236K	Buy	3,477 +225	+7%	+$14.9K	0.14%	45
2025 Q2	$209K	Sell	3,252 -438	-12%	-$26.3K	0.13%	46
2025 Q1	$217K	Buy	+3,690	New	+$225K	0.15%	48

Other funds holding JGLO

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

VAS

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

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

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

WIM

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

AFA

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

Echo Wealth Management's JGLO Position: Q1 2026 in Review

Echo Wealth Management sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2026, closing a stake of 3,003 shares — an estimated $203K sold.

Echo Wealth Management first reported a position in JGLO in Q1 2025 and held it in 4 quarters. The position peaked at $236K in Q3 2025. 108 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

Echo Wealth Management reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2026 after selling out during the quarter.
Echo Wealth Management sold 3,003 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $203K.
Echo Wealth Management first reported a position in JPMorgan Global Select Equity ETF in Q1 2025 and held it in 4 quarters.
Echo Wealth Management's JPMorgan Global Select Equity ETF position peaked at $236K in Q3 2025.
108 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.