Integrated Wealth Concepts’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Integrated Wealth Concepts’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	$8.13M	Sell	114,216 -89,333	-44%	-$6.25M	0.04%	418
2026 Q1	$13.3M	Buy	203,549 +192,453	+1,734%	+$13.1M	0.11%	196
2025 Q4	$751K	Sell	11,096 -185,093	-94%	-$12.5M	0.01%	904
2025 Q3	$13.3M	Buy	196,189 +178,375	+1,001%	+$11.8M	0.12%	159
2025 Q2	$1.15M	Buy	17,814 +1,131	+7%	+$67.8K	0.01%	856
2025 Q1	$983K	Sell	16,683 -503	-3%	-$30.7K	0.01%	839
2024 Q4	$1.03M	Sell	17,186 -1,628	-9%	-$102K	0.01%	791
2024 Q3	$1.18M	Sell	18,814 -3,328	-15%	-$202K	0.01%	734
2024 Q2	$1.34M	Buy	22,142 +7,161	+48%	+$416K	0.02%	636
2024 Q1	$860K	Buy	+14,981	New	+$823K	0.01%	823

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

Integrated Wealth Concepts's JGLO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 44% in Q2 2026, selling an estimated $6.25M and leaving 114,216 shares worth $8.13M. The position accounts for 0.04% of the portfolio, ranked #418.

Integrated Wealth Concepts first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q3 2025. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Integrated Wealth Concepts held 114,216 shares of JPMorgan Global Select Equity ETF worth $8.13M as of Q2 2026.
Integrated Wealth Concepts sold 89,333 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $6.25M.
JPMorgan Global Select Equity ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #418 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
Integrated Wealth Concepts's JPMorgan Global Select Equity ETF position peaked at $13.3M in Q3 2025.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.