Lockerman Financial Group’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Lockerman Financial Group’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 Q2	$520K	Sell	7,299 -8,020	-52%	-$561K	0.79%	39
2026 Q1	$1,000K	Buy	15,319 +52	+0.3%	+$3.54K	1.8%	14
2025 Q4	$1.03M	Sell	15,267 -832	-5%	-$56.4K	1.98%	12
2025 Q3	$1.09M	Sell	16,099 -3,834	-19%	-$253K	1.38%	16
2025 Q2	$1.28M	Buy	19,933 +512	+3%	+$30.7K	1.73%	11
2025 Q1	$1.14M	Buy	19,421 +3,195	+20%	+$195K	1.73%	14
2024 Q4	$974K	Buy	16,226 +297	+2%	+$18.6K	1.66%	12
2024 Q3	$998K	Buy	15,929 +862	+6%	+$52.3K	1.69%	12
2024 Q2	$910K	Buy	15,067 +4,215	+39%	+$245K	1.65%	13
2024 Q1	$623K	Buy	+10,852	New	+$596K	1.19%	23

Other funds holding JGLO

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return