WealthPlan Investment Management’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

WealthPlan Investment Management’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 Q1	$22.1M	Buy	338,342 +165,398	+96%	+$11.2M	1.23%	18
2025 Q4	$11.7M	Buy	172,944 +46,658	+37%	+$3.16M	0.75%	38
2025 Q3	$8.56M	Buy	126,286 +100,187	+384%	+$6.62M	0.57%	68
2025 Q2	$1.68M	Buy	+26,099	New	+$1.56M	0.12%	136

Other funds holding JGLO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthPlan Investment Management's JGLO Position: Q1 2026 in Review

WealthPlan Investment Management increased its JPMorgan Global Select Equity ETF (JGLO) stake by 96% in Q1 2026, buying an estimated $11.2M and bringing the position to 338,342 shares worth $22.1M. The position accounts for 1.23% of the portfolio, ranked #18.

WealthPlan Investment Management first reported a position in JGLO in Q2 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold JGLO as of Q1 2026.

WealthPlan Investment Management held 338,342 shares of JPMorgan Global Select Equity ETF worth $22.1M as of Q1 2026.
WealthPlan Investment Management bought 165,398 JPMorgan Global Select Equity ETF shares in Q1 2026, an estimated $11.2M.
JPMorgan Global Select Equity ETF made up 1.23% of WealthPlan Investment Management's portfolio in Q1 2026, its #18 holding.
WealthPlan Investment Management first reported a position in JPMorgan Global Select Equity ETF in Q2 2025 and has held it in 4 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.