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 Q2	$5.28M	Buy	74,129 +6,487	+10%	+$454K	0.06%	333
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Financial's JGLO Position: Q2 2026 in Review

Summit Financial increased its JPMorgan Global Select Equity ETF (JGLO) stake by 9.6% in Q2 2026, buying an estimated $454K and bringing the position to 74,129 shares worth $5.28M. The position accounts for 0.06% of the portfolio, ranked #333.

Summit Financial first reported a position in JGLO in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Summit Financial held 74,129 shares of JPMorgan Global Select Equity ETF worth $5.28M as of Q2 2026.
Summit Financial bought 6,487 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $454K.
JPMorgan Global Select Equity ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #333 holding.
Summit Financial first reported a position in JPMorgan Global Select Equity ETF in Q3 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.