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

Security 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
2024
Q2 		– Sell
-6,823
Closed -$392K – 181
2024
Q1 		$392K Buy
+6,823
New +$375K 0.09% 118

Other funds holding JGLO

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Security Financial Services's JGLO Position: Q2 2024 in Review

Security Financial Services sold out of JPMorgan Global Select Equity ETF (JGLO) in Q2 2024, closing a stake of 6,823 shares — an estimated $392K sold.

Security Financial Services first reported a position in JGLO in Q1 2024 and held it in 1 quarter. The position peaked at $392K in Q1 2024. 52 funds tracked by Wall St. Rank hold JGLO as of Q2 2024.

  • Security Financial Services reported no remaining JPMorgan Global Select Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Security Financial Services sold 6,823 JPMorgan Global Select Equity ETF shares in Q2 2024, an estimated $392K.
  • Security Financial Services first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and held it in 1 quarter.
  • Security Financial Services's JPMorgan Global Select Equity ETF position peaked at $392K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.