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Root Financial Partners’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Root Financial 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 		– Sell
-919
Closed -$60K – 1840
2026
Q1 		$60K Buy
+919
New +$62.5K ﹤0.01% 792

Other funds holding JGLO

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Root Financial Partners's JGLO Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Global Select Equity ETF (JGLO) in Q2 2026, closing a stake of 919 shares — an estimated $60K sold.

Root Financial Partners first reported a position in JGLO in Q1 2026 and held it in 1 quarter. The position peaked at $60K in Q1 2026. 37 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan Global Select Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 919 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $60K.
  • Root Financial Partners first reported a position in JPMorgan Global Select Equity ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's JPMorgan Global Select Equity ETF position peaked at $60K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.