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

Summit Financial’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 		$4.42M Buy
67,642
+64,635
+2,149% +$4.4M 0.06% 347
2025
Q4 		$203K Hold
3,007
– – ﹤0.01% 1242
2025
Q3 		$204K Buy
+3,007
New +$199K ﹤0.01% 1200

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Summit Financial's JGLO Position: Q1 2026 in Review

Summit Financial increased its JPMorgan Global Select Equity ETF (JGLO) stake by 2,149% in Q1 2026, buying an estimated $4.4M and bringing the position to 67,642 shares worth $4.42M. The position accounts for 0.06% of the portfolio, ranked #347.

Summit Financial first reported a position in JGLO in Q3 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

  • Summit Financial held 67,642 shares of JPMorgan Global Select Equity ETF worth $4.42M as of Q1 2026.
  • Summit Financial bought 64,635 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $4.4M.
  • JPMorgan Global Select Equity ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #347 holding.
  • Summit Financial first reported a position in JPMorgan Global Select Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.