NWAM LLC’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

NWAM LLC’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
2025 Q2	–	Sell	-7,096	Closed	-$418K	–	628
2025 Q1	$418K	Sell	7,096 -667	-9%	-$40.7K	0.04%	348
2024 Q4	$466K	Buy	7,763 +119	+2%	+$7.45K	0.03%	388
2024 Q3	$479K	Buy	+7,644	New	+$464K	0.03%	390
2024 Q2	–	Sell	-5,647	Closed	-$324K	–	368
2024 Q1	$324K	Buy	+5,647	New	+$310K	0.03%	416

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NWAM LLC's JGLO Position: Q2 2025 in Review

NWAM LLC sold out of JPMorgan Global Select Equity ETF (JGLO) in Q2 2025, closing a stake of 7,096 shares — an estimated $418K sold.

NWAM LLC first reported a position in JGLO in Q1 2024 and held it in 4 quarters. The position peaked at $479K in Q3 2024. 86 funds tracked by Wall St. Rank hold JGLO as of Q2 2025.

NWAM LLC reported no remaining JPMorgan Global Select Equity ETF position as of Q2 2025 after selling out during the quarter.
NWAM LLC sold 7,096 JPMorgan Global Select Equity ETF shares in Q2 2025, an estimated $418K.
NWAM LLC first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and held it in 4 quarters.
NWAM LLC's JPMorgan Global Select Equity ETF position peaked at $479K in Q3 2024.
86 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.