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

MN 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 		$347K Sell
5,321
-693
-12% -$47.1K 0.17% 91
2025
Q4 		$407K Buy
6,014
+27
+0.5% +$1.83K 0.21% 74
2025
Q3 		$406K Sell
5,987
-449
-7% -$29.7K 0.22% 78
2025
Q2 		$414K Sell
6,436
-17,284
-73% -$1.04M 0.24% 75
2025
Q1 		$1.4M Sell
23,720
-124,205
-84% -$7.58M 0.82% 28
2024
Q4 		$8.88M Buy
147,925
+4,579
+3% +$287K 5% 2
2024
Q3 		$8.98M Buy
143,346
+24,172
+20% +$1.47M 5.11% 3
2024
Q2 		$7.2M Buy
119,174
+41,026
+52% +$2.38M 4.18% 5
2024
Q1 		$4.49M Buy
+78,148
New +$4.29M 2.78% 10

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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