Triad Wealth Partners’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Triad Wealth Partners’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	$2.45M	Sell	33,513 -4,239	-11%	-$297K	0.14%	100
2026 Q1	$2.46M	Buy	37,752 +3,425	+10%	+$233K	0.2%	89
2025 Q4	$2.32M	Buy	34,327 +3,242	+10%	+$220K	0.22%	81
2025 Q3	$2.11M	Buy	31,085 +3,061	+11%	+$202K	0.27%	69
2025 Q2	$1.8M	Buy	28,024 +7,397	+36%	+$443K	0.36%	56
2025 Q1	$1.22M	Buy	20,627 +7,388	+56%	+$451K	0.38%	46
2024 Q4	$795K	Buy	+13,239	New	+$829K	0.29%	62

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

Triad Wealth Partners's JGLO Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 11% in Q2 2026, selling an estimated $297K and leaving 33,513 shares worth $2.45M. The position accounts for 0.14% of the portfolio, ranked #100.

Triad Wealth Partners first reported a position in JGLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q1 2026. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

Triad Wealth Partners held 33,513 shares of JPMorgan Global Select Equity ETF worth $2.45M as of Q2 2026.
Triad Wealth Partners sold 4,239 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $297K.
JPMorgan Global Select Equity ETF made up 0.14% of Triad Wealth Partners's portfolio in Q2 2026, its #100 holding.
Triad Wealth Partners first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and has held it in 7 quarters since.
Triad Wealth Partners's JPMorgan Global Select Equity ETF position peaked at $2.46M in Q1 2026.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.