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Transcend Capital Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Transcend Capital Advisors’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
Q4 		– Sell
-5,564
Closed -$349K – 612
2024
Q3 		$349K Buy
5,564
+238
+4% +$14.4K 0.02% 451
2024
Q2 		$322K Buy
+5,326
New +$309K 0.02% 445

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
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 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Transcend Capital Advisors's JGLO Position: Q4 2024 in Review

Transcend Capital Advisors sold out of JPMorgan Global Select Equity ETF (JGLO) in Q4 2024, closing a stake of 5,564 shares — an estimated $349K sold.

Transcend Capital Advisors first reported a position in JGLO in Q2 2024 and held it in 2 quarters. The position peaked at $349K in Q3 2024. 75 funds tracked by Wall St. Rank hold JGLO as of Q4 2024.

  • Transcend Capital Advisors reported no remaining JPMorgan Global Select Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,564 JPMorgan Global Select Equity ETF shares in Q4 2024, an estimated $349K.
  • Transcend Capital Advisors first reported a position in JPMorgan Global Select Equity ETF in Q2 2024 and held it in 2 quarters.
  • Transcend Capital Advisors's JPMorgan Global Select Equity ETF position peaked at $349K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.