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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
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
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