Jones Financial Companies
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Jones Financial Companies’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Jones Financial Companies’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 		$405K Buy
6,396
+4,291
+204% +$292K ﹤0.01% 2137
2025
Q4 		$142K Buy
2,105
+1,589
+308% +$108K ﹤0.01% 2069
2025
Q3 		$34.7K Buy
+516
New +$34.1K ﹤0.01% 2529
2025
Q2 		– Sell
-85
Closed -$5.01K – 4106
2025
Q1 		$5.01K Buy
+85
New +$5.19K ﹤0.01% 2957

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Jones Financial Companies's JGLO Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan Global Select Equity ETF (JGLO) stake by 204% in Q1 2026, buying an estimated $292K and bringing the position to 6,396 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Jones Financial Companies first reported a position in JGLO in Q1 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

  • Jones Financial Companies held 6,396 shares of JPMorgan Global Select Equity ETF worth $405K as of Q1 2026.
  • Jones Financial Companies bought 4,291 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $292K.
  • JPMorgan Global Select Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2137 holding.
  • Jones Financial Companies first reported a position in JPMorgan Global Select Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.