MN Wealth Advisors
JGLO icon

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
Q3 		$273K Sell
3,762
-1,531
-29% -$111K 0.11% 116
2026
Q2 		$377K Sell
5,293
-28
-0.5% -$1.96K 0.16% 91
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 4.17% 5
2024
Q1 		$4.49M Buy
+78,148
New +$4.29M 2.78% 10

Other funds holding JGLO

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Emergent Wealth Advisors
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

MN Wealth Advisors's JGLO Position: Q3 2026 in Review

MN Wealth Advisors reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 29% in Q3 2026, selling an estimated $111K and leaving 3,762 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #116.

MN Wealth Advisors first reported a position in JGLO in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.98M in Q3 2024. 16 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

  • MN Wealth Advisors held 3,762 shares of JPMorgan Global Select Equity ETF worth $273K as of Q3 2026.
  • MN Wealth Advisors sold 1,531 JPMorgan Global Select Equity ETF shares in Q3 2026, an estimated $111K.
  • JPMorgan Global Select Equity ETF made up 0.11% of MN Wealth Advisors's portfolio in Q3 2026, its #116 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan Global Select Equity ETF position peaked at $8.98M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.