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 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 $1.81T 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

GeoWealth Management's JGLO Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 47% in Q2 2026, selling an estimated $204K and leaving 3,347 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #722.

GeoWealth Management first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $706K in Q2 2024. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

GeoWealth Management held 3,347 shares of JPMorgan Global Select Equity ETF worth $238K as of Q2 2026.
GeoWealth Management sold 2,913 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $204K.
JPMorgan Global Select Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #722 holding.
GeoWealth Management first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's JPMorgan Global Select Equity ETF position peaked at $706K in Q2 2024.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.