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

GeoWealth 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 Q3	–	Sell	-3,347	Closed	-$238K	–	984
2026 Q2	$238K	Sell	3,347 -2,913	-47%	-$204K	0.01%	722
2026 Q1	$409K	Buy	6,260 +278	+5%	+$18.9K	0.01%	513
2025 Q4	$405K	Sell	5,982 -112	-2%	-$7.59K	0.01%	489
2025 Q3	$413K	Sell	6,094 -3,835	-39%	-$254K	0.02%	486
2025 Q2	$639K	Buy	9,929 +781	+9%	+$46.8K	0.02%	353
2025 Q1	$539K	Sell	9,148 -404	-4%	-$24.7K	0.02%	406
2024 Q4	$573K	Sell	9,552 -1,632	-15%	-$102K	0.02%	439
2024 Q3	$701K	Sell	11,184 -498	-4%	-$30.2K	0.02%	389
2024 Q2	$706K	Buy	11,682 +3,433	+42%	+$199K	0.03%	350
2024 Q1	$474K	Buy	+8,249	New	+$453K	0.02%	449

Other funds holding JGLO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

GeoWealth Management's JGLO Position: Q3 2026 in Review

GeoWealth Management sold out of JPMorgan Global Select Equity ETF (JGLO) in Q3 2026, closing a stake of 3,347 shares — an estimated $238K sold.

GeoWealth Management first reported a position in JGLO in Q1 2024 and held it in 10 quarters. The position peaked at $706K in Q2 2024. 73 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

GeoWealth Management reported no remaining JPMorgan Global Select Equity ETF position as of Q3 2026 after selling out during the quarter.
GeoWealth Management sold 3,347 JPMorgan Global Select Equity ETF shares in Q3 2026, an estimated $238K.
GeoWealth Management first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and held it in 10 quarters.
GeoWealth Management's JPMorgan Global Select Equity ETF position peaked at $706K in Q2 2024.
73 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.