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

Evergreen Wealth Solutions’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	$507K	Buy	6,782 +101	+2%	+$7.07K	0.03%	322
2026 Q1	$436K	Sell	6,681 -555	-8%	-$37.7K	0.03%	268
2025 Q4	$490K	Buy	7,236 +66	+0.9%	+$4.47K	0.07%	126
2025 Q3	$486K	Sell	7,170 -450	-6%	-$29.7K	0.27%	62
2025 Q2	$490K	Buy	7,620 +2,800	+58%	+$168K	0.3%	62
2025 Q1	$284K	Buy	+4,820	New	+$294K	0.19%	90

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

Evergreen Wealth Solutions's JGLO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Global Select Equity ETF (JGLO) stake by 1.5% in Q2 2026, buying an estimated $7.07K and bringing the position to 6,782 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #322.

Evergreen Wealth Solutions first reported a position in JGLO in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Evergreen Wealth Solutions held 6,782 shares of JPMorgan Global Select Equity ETF worth $507K as of Q2 2026.
Evergreen Wealth Solutions bought 101 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $7.07K.
JPMorgan Global Select Equity ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #322 holding.
Evergreen Wealth Solutions first reported a position in JPMorgan Global Select Equity ETF in Q1 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.