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Oak Harbor Wealth Partners’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Oak Harbor Wealth Partners’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 		$54.4K Buy
764
+56
+8% +$3.92K 0.02% 173
2026
Q1 		$46.2K Buy
708
+371
+110% +$25.2K 0.01% 226
2025
Q4 		$22.8K Buy
+337
New +$22.8K 0.01% 237

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
LPL Financial
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
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

Oak Harbor Wealth Partners's JGLO Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Global Select Equity ETF (JGLO) stake by 7.9% in Q2 2026, buying an estimated $3.92K and bringing the position to 764 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #173.

Oak Harbor Wealth Partners first reported a position in JGLO in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

  • Oak Harbor Wealth Partners held 764 shares of JPMorgan Global Select Equity ETF worth $54.4K as of Q2 2026.
  • Oak Harbor Wealth Partners bought 56 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $3.92K.
  • JPMorgan Global Select Equity ETF made up 0.02% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Global Select Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.