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

Elevation 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 Q2	$594K	Sell	8,344 -4,116	-33%	-$288K	0.44%	59
2026 Q1	$813K	Sell	12,460 -4	-0%	-$272	0.75%	35
2025 Q4	$844K	Buy	+12,464	New	+$845K	0.81%	31

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

Elevation Wealth Management's JGLO Position: Q2 2026 in Review

Elevation Wealth Management reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 33% in Q2 2026, selling an estimated $288K and leaving 8,344 shares worth $594K. The position accounts for 0.44% of the portfolio, ranked #59.

Elevation Wealth Management first reported a position in JGLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $844K in Q4 2025. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Elevation Wealth Management held 8,344 shares of JPMorgan Global Select Equity ETF worth $594K as of Q2 2026.
Elevation Wealth Management sold 4,116 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $288K.
JPMorgan Global Select Equity ETF made up 0.44% of Elevation Wealth Management's portfolio in Q2 2026, its #59 holding.
Elevation Wealth Management first reported a position in JPMorgan Global Select Equity ETF in Q4 2025 and has held it in 3 quarters since.
Elevation Wealth Management's JPMorgan Global Select Equity ETF position peaked at $844K in Q4 2025.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.