LGT Financial Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

LGT Financial Advisors’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	$6.79K	Buy	104 +4	+4%	+$272	0.03%	176
2025 Q4	$6.77K	Sell	100 -162	-62%	-$11K	0.04%	175
2025 Q3	$17.8K	Buy	262 +100	+62%	+$6.61K	0.04%	194
2025 Q2	$10.4K	Hold	162	–	–	0.03%	203
2025 Q1	$9.55K	Buy	162 +5	+3%	+$305	0.03%	176
2024 Q4	$9.43K	Buy	157 +2	+1%	+$125	0.02%	443
2024 Q3	$9.71K	Buy	155 +2	+1%	+$121	0.02%	423
2024 Q2	$9.24K	Buy	153 +29	+23%	+$1.68K	0.02%	487
2024 Q1	$7.12K	Buy	+124	New	+$6.81K	0.01%	548

Other funds holding JGLO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

LGT Financial Advisors's JGLO Position: Q1 2026 in Review

LGT Financial Advisors increased its JPMorgan Global Select Equity ETF (JGLO) stake by 4% in Q1 2026, buying an estimated $272 and bringing the position to 104 shares worth $6.79K. The position accounts for 0.03% of the portfolio, ranked #176.

LGT Financial Advisors first reported a position in JGLO in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.8K in Q3 2025. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

LGT Financial Advisors held 104 shares of JPMorgan Global Select Equity ETF worth $6.79K as of Q1 2026.
LGT Financial Advisors bought 4 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $272.
JPMorgan Global Select Equity ETF made up 0.03% of LGT Financial Advisors's portfolio in Q1 2026, its #176 holding.
LGT Financial Advisors first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 9 quarters since.
LGT Financial Advisors's JPMorgan Global Select Equity ETF position peaked at $17.8K in Q3 2025.
106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.