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 Q3	$2.15M	Sell	29,674 -3,839	-11%	-$279K	0.12%	115
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

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triad Wealth Partners's JGLO Position: Q3 2026 in Review

Triad Wealth Partners reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 11% in Q3 2026, selling an estimated $279K and leaving 29,674 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #115.

Triad Wealth Partners first reported a position in JGLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.46M in Q1 2026. 18 funds tracked by Wall St. Rank hold JGLO as of Q3 2026.

Triad Wealth Partners held 29,674 shares of JPMorgan Global Select Equity ETF worth $2.15M as of Q3 2026.
Triad Wealth Partners sold 3,839 JPMorgan Global Select Equity ETF shares in Q3 2026, an estimated $279K.
JPMorgan Global Select Equity ETF made up 0.12% of Triad Wealth Partners's portfolio in Q3 2026, its #115 holding.
Triad Wealth Partners first reported a position in JPMorgan Global Select Equity ETF in Q4 2024 and has held it in 8 quarters since.
Triad Wealth Partners's JPMorgan Global Select Equity ETF position peaked at $2.46M in Q1 2026.
18 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.