LPL Financial
JGLO icon

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

LPL Financial’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 		$54.8M Sell
769,101
-610,073
-44% -$42.7M 0.01% 963
2026
Q1 		$90M Buy
1,379,174
+70,798
+5% +$4.82M 0.02% 634
2025
Q4 		$88.5M Sell
1,308,376
-91,131
-7% -$6.18M 0.02% 603
2025
Q3 		$94.8M Sell
1,399,507
-466,731
-25% -$30.9M 0.03% 541
2025
Q2 		$120M Buy
1,866,238
+97,331
+6% +$5.83M 0.04% 416
2025
Q1 		$104M Buy
1,768,907
+76,556
+5% +$4.67M 0.04% 413
2024
Q4 		$102M Buy
1,692,351
+256,326
+18% +$16M 0.04% 395
2024
Q3 		$90M Buy
1,436,025
+69,734
+5% +$4.23M 0.04% 405
2024
Q2 		$82.5M Buy
1,366,291
+507,256
+59% +$29.5M 0.04% 401
2024
Q1 		$49.3M Buy
+859,035
New +$47.2M 0.03% 556

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial's JGLO Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 44% in Q2 2026, selling an estimated $42.7M and leaving 769,101 shares worth $54.8M. The position accounts for 0.01% of the portfolio, ranked #963.

LPL Financial first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $120M in Q2 2025. 104 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

  • LPL Financial held 769,101 shares of JPMorgan Global Select Equity ETF worth $54.8M as of Q2 2026.
  • LPL Financial sold 610,073 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $42.7M.
  • JPMorgan Global Select Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #963 holding.
  • LPL Financial first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's JPMorgan Global Select Equity ETF position peaked at $120M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.