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 Q3	$47.7K	Buy	+658	New	+$47.8K	﹤0.01%	1118
2026 Q2	–	Sell	-919	Closed	-$60K	–	1840
2026 Q1	$60K	Buy	+919	New	+$62.5K	﹤0.01%	792

Other funds holding JGLO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Root Financial Partners's JGLO Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Global Select Equity ETF (JGLO) in Q3 2026: 658 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JGLO as recently as Q1 2026.

Root Financial Partners first reported a position in JGLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $60K in Q1 2026. 58 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

Root Financial Partners held 658 shares of JPMorgan Global Select Equity ETF worth $47.7K as of Q3 2026.
JPMorgan Global Select Equity ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan Global Select Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1118 holding.
Root Financial Partners first reported a position in JPMorgan Global Select Equity ETF in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's JPMorgan Global Select Equity ETF position peaked at $60K in Q1 2026.
58 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.