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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

AFA

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

Lockerman Financial Group's JGLO Position: Q2 2026 in Review

Lockerman Financial Group reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 52% in Q2 2026, selling an estimated $561K and leaving 7,299 shares worth $520K. The position accounts for 0.79% of the portfolio, ranked #39.

Lockerman Financial Group first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q2 2025. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Lockerman Financial Group held 7,299 shares of JPMorgan Global Select Equity ETF worth $520K as of Q2 2026.
Lockerman Financial Group sold 8,020 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $561K.
JPMorgan Global Select Equity ETF made up 0.79% of Lockerman Financial Group's portfolio in Q2 2026, its #39 holding.
Lockerman Financial Group first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
Lockerman Financial Group's JPMorgan Global Select Equity ETF position peaked at $1.28M in Q2 2025.
104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.