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

KWB Wealth’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
2025 Q4	–	Sell	-108,433	Closed	-$6.98M	–	184
2025 Q3	$6.98M	Buy	108,433 +38,395	+55%	+$2.54M	0.77%	32
2025 Q2	$4.13M	Buy	70,038 +27,153	+63%	+$1.63M	0.5%	39
2025 Q1	$2.57M	Buy	42,885 +34,719	+425%	+$2.12M	0.31%	47
2024 Q4	$512K	Buy	+8,166	New	+$511K	0.06%	84

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

KWB Wealth's JGLO Position: Q4 2025 in Review

KWB Wealth sold out of JPMorgan Global Select Equity ETF (JGLO) in Q4 2025, closing a stake of 108,433 shares — an estimated $6.98M sold.

KWB Wealth first reported a position in JGLO in Q4 2024 and held it in 4 quarters. The position peaked at $6.98M in Q3 2025. 104 funds tracked by Wall St. Rank hold JGLO as of Q4 2025.

KWB Wealth reported no remaining JPMorgan Global Select Equity ETF position as of Q4 2025 after selling out during the quarter.
KWB Wealth sold 108,433 JPMorgan Global Select Equity ETF shares in Q4 2025, an estimated $6.98M.
KWB Wealth first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and held it in 4 quarters.
KWB Wealth's JPMorgan Global Select Equity ETF position peaked at $6.98M in Q3 2025.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.