Medallion Wealth Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Medallion Wealth 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	$1.32M	Buy	20,155 +899	+5%	+$61.1K	0.43%	55
2025 Q4	$1.3M	Buy	19,256 +1,685	+10%	+$114K	0.44%	58
2025 Q3	$1.19M	Buy	17,571 +6,731	+62%	+$445K	0.42%	58
2025 Q2	$698K	Buy	10,840 +7,630	+238%	+$457K	0.27%	91
2025 Q1	$190K	Buy	3,210 +3,135	+4,180%	+$191K	0.09%	205
2024 Q4	$4.42K	Buy	+75	New	+$4.7K	﹤0.01%	761

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 $787M AUM 22.93% 1-Year Est. Return

Medallion Wealth Advisors's JGLO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Global Select Equity ETF (JGLO) stake by 4.7% in Q1 2026, buying an estimated $61.1K and bringing the position to 20,155 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #55.

Medallion Wealth Advisors first reported a position in JGLO in Q4 2024 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

Medallion Wealth Advisors held 20,155 shares of JPMorgan Global Select Equity ETF worth $1.32M as of Q1 2026.
Medallion Wealth Advisors bought 899 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $61.1K.
JPMorgan Global Select Equity ETF made up 0.43% of Medallion Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.