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SFG Wealth Management’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

SFG Wealth Management’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
-8,585
Closed -$493K – 98
2024
Q1 		$493K Buy
+8,585
New +$471K 0.29% 48

Other funds holding JGLO

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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

SFG Wealth Management's JGLO Position: Q2 2024 in Review

SFG Wealth Management sold out of JPMorgan Global Select Equity ETF (JGLO) in Q2 2024, closing a stake of 8,585 shares — an estimated $493K sold.

SFG Wealth Management first reported a position in JGLO in Q1 2024 and held it in 1 quarter. The position peaked at $493K in Q1 2024. 52 funds tracked by Wall St. Rank hold JGLO as of Q2 2024.

  • SFG Wealth Management reported no remaining JPMorgan Global Select Equity ETF position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 8,585 JPMorgan Global Select Equity ETF shares in Q2 2024, an estimated $493K.
  • SFG Wealth Management first reported a position in JPMorgan Global Select Equity ETF in Q1 2024 and held it in 1 quarter.
  • SFG Wealth Management's JPMorgan Global Select Equity ETF position peaked at $493K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.