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

Principle 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	$413K	Hold	5,797	–	–	0.02%	284
2026 Q1	$378K	Buy	5,797 +40	+0.7%	+$2.72K	0.02%	287
2025 Q4	$390K	Sell	5,757 -890	-13%	-$60.3K	0.02%	278
2025 Q3	$450K	Hold	6,647	–	–	0.03%	244
2025 Q2	$428K	Sell	6,647 -499	-7%	-$29.9K	0.03%	248
2025 Q1	$421K	Sell	7,146 -203	-3%	-$12.4K	0.03%	243
2024 Q4	$441K	Sell	7,349 -101	-1%	-$6.32K	0.03%	233
2024 Q3	$467K	Hold	7,450	–	–	0.03%	235
2024 Q2	$450K	Buy	+7,450	New	+$433K	0.03%	232

Other funds holding JGLO

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Principle Wealth Partners's JGLO Position: Q2 2026 in Review

Principle Wealth Partners held its JPMorgan Global Select Equity ETF (JGLO) position steady in Q2 2026 at 5,797 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #284.

Principle Wealth Partners first reported a position in JGLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $467K in Q3 2024. 63 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Principle Wealth Partners held 5,797 shares of JPMorgan Global Select Equity ETF worth $413K as of Q2 2026.
Principle Wealth Partners left its JPMorgan Global Select Equity ETF share count unchanged in Q2 2026.
JPMorgan Global Select Equity ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #284 holding.
Principle Wealth Partners first reported a position in JPMorgan Global Select Equity ETF in Q2 2024 and has held it in 9 quarters since.
Principle Wealth Partners's JPMorgan Global Select Equity ETF position peaked at $467K in Q3 2024.
63 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.