Great Valley Advisor Group’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Great Valley Advisor Group’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	$1.28M	Buy	17,954 +476	+3%	+$33.3K	0.02%	498
2026 Q1	$1.14M	Buy	17,478 +4,011	+30%	+$273K	0.02%	488
2025 Q4	$912K	Buy	13,467 +1,680	+14%	+$114K	0.02%	497
2025 Q3	$799K	Buy	11,787 +1,771	+18%	+$117K	0.02%	517
2025 Q2	$644K	Buy	+10,016	New	+$600K	0.01%	541

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

Great Valley Advisor Group's JGLO Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Global Select Equity ETF (JGLO) stake by 2.7% in Q2 2026, buying an estimated $33.3K and bringing the position to 17,954 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #498.

Great Valley Advisor Group first reported a position in JGLO in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Great Valley Advisor Group held 17,954 shares of JPMorgan Global Select Equity ETF worth $1.28M as of Q2 2026.
Great Valley Advisor Group bought 476 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $33.3K.
JPMorgan Global Select Equity ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #498 holding.
Great Valley Advisor Group first reported a position in JPMorgan Global Select Equity ETF in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.