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SageView Advisory Group’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-100
Closed -$6.77K – 1533
2025
Q4 		$6.77K Buy
+100
New +$6.78K ﹤0.01% 1860

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

SageView Advisory Group's JGLO Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2026, closing a stake of 100 shares — an estimated $6.77K sold.

SageView Advisory Group first reported a position in JGLO in Q4 2025 and held it in 1 quarter. The position peaked at $6.77K in Q4 2025. 108 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

  • SageView Advisory Group reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 100 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $6.77K.
  • SageView Advisory Group first reported a position in JPMorgan Global Select Equity ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's JPMorgan Global Select Equity ETF position peaked at $6.77K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.