Richardson Financial Services’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Richardson Financial Services’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	$222K	Sell	3,122 -2,763	-47%	-$193K	0.13%	152
2026 Q1	$384K	Sell	5,885 -356	-6%	-$24.2K	0.24%	104
2025 Q4	$422K	Sell	6,241 -569	-8%	-$38.6K	0.14%	94
2025 Q3	$462K	Sell	6,810 -2,627	-28%	-$174K	0.29%	86
2025 Q2	$608K	Buy	9,437 +1,463	+18%	+$87.7K	0.41%	70
2025 Q1	$470K	Buy	7,974 +1,429	+22%	+$87.2K	0.36%	85
2024 Q4	$394K	Buy	6,545 +182	+3%	+$11.4K	0.28%	94
2024 Q3	$384K	Hold	6,363	–	–	0.24%	103
2024 Q2	$384K	Buy	6,363 +1,687	+36%	+$98K	0.28%	97
2024 Q1	$268K	Buy	+4,676	New	+$257K	0.19%	117

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

Richardson Financial Services's JGLO Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 47% in Q2 2026, selling an estimated $193K and leaving 3,122 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #152.

Richardson Financial Services first reported a position in JGLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $608K in Q2 2025. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Richardson Financial Services held 3,122 shares of JPMorgan Global Select Equity ETF worth $222K as of Q2 2026.
Richardson Financial Services sold 2,763 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $193K.
JPMorgan Global Select Equity ETF made up 0.13% of Richardson Financial Services's portfolio in Q2 2026, its #152 holding.
Richardson Financial Services first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's JPMorgan Global Select Equity ETF position peaked at $608K in Q2 2025.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.