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Lake Street Private Wealth’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Lake Street Private 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
2026
Q1 		$843K Buy
12,922
+246
+2% +$16.7K 0.11% 125
2025
Q4 		$858K Buy
12,676
+163
+1% +$11K 0.1% 127
2025
Q3 		$848K Sell
12,513
-3,535
-22% -$234K 0.11% 121
2025
Q2 		$1.03M Sell
16,048
-3,789
-19% -$227K 0.15% 106
2025
Q1 		$1.17M Buy
19,837
+1,333
+7% +$81.4K 0.19% 99
2024
Q4 		$1.11M Buy
18,504
+3,159
+21% +$198K 0.18% 99
2024
Q3 		$962K Buy
15,345
+542
+4% +$32.9K 0.15% 110
2024
Q2 		$894K Buy
+14,803
New +$860K 0.12% 156

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