Wealth Enhancement Advisory Services’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q1	–	Sell	-4,994	Closed	-$300K	–	3067
2024 Q4	$300K	Buy	4,994 +67	+1%	+$4.19K	﹤0.01%	2380
2024 Q3	$309K	Hold	4,927	–	–	﹤0.01%	2163
2024 Q2	$298K	Buy	+4,927	New	+$286K	﹤0.01%	1979

Other funds holding JGLO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

AFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's JGLO Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of JPMorgan Global Select Equity ETF (JGLO) in Q1 2025, closing a stake of 4,994 shares — an estimated $300K sold.

Wealth Enhancement Advisory Services first reported a position in JGLO in Q2 2024 and held it in 3 quarters. The position peaked at $309K in Q3 2024. 72 funds tracked by Wall St. Rank hold JGLO as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining JPMorgan Global Select Equity ETF position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,994 JPMorgan Global Select Equity ETF shares in Q1 2025, an estimated $300K.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Global Select Equity ETF in Q2 2024 and held it in 3 quarters.
Wealth Enhancement Advisory Services's JPMorgan Global Select Equity ETF position peaked at $309K in Q3 2024.
72 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.