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IFP Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

IFP Advisors’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
Q1 		$1.1M Buy
16,870
+870
+5% +$59.2K 0.02% 649
2025
Q4 		$1.08M Buy
16,000
+806
+5% +$54.6K 0.02% 628
2025
Q3 		$1.03M Sell
15,194
-853
-5% -$56.4K 0.03% 588
2025
Q2 		$1.03M Buy
16,047
+4,240
+36% +$254K 0.03% 568
2025
Q1 		$696K Buy
11,807
+190
+2% +$11.6K 0.02% 656
2024
Q4 		$697K Sell
11,617
-7
-0.1% -$438 0.02% 623
2024
Q3 		$728K Buy
11,624
+858
+8% +$52.1K 0.03% 567
2024
Q2 		$650K Buy
10,766
+3,464
+47% +$201K 0.03% 571
2024
Q1 		$419K Buy
+7,302
New +$401K 0.02% 672

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return