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 Q2	$17.2M	Sell	242,169 -96,173	-28%	-$6.73M	0.86%	29
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 $1.81T 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

WealthPlan Investment Management's JGLO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Global Select Equity ETF (JGLO) stake by 28% in Q2 2026, selling an estimated $6.73M and leaving 242,169 shares worth $17.2M. The position accounts for 0.86% of the portfolio, ranked #29.

WealthPlan Investment Management first reported a position in JGLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q1 2026. 105 funds tracked by Wall St. Rank hold JGLO as of Q2 2026.

WealthPlan Investment Management held 242,169 shares of JPMorgan Global Select Equity ETF worth $17.2M as of Q2 2026.
WealthPlan Investment Management sold 96,173 JPMorgan Global Select Equity ETF shares in Q2 2026, an estimated $6.73M.
JPMorgan Global Select Equity ETF made up 0.86% of WealthPlan Investment Management's portfolio in Q2 2026, its #29 holding.
WealthPlan Investment Management first reported a position in JPMorgan Global Select Equity ETF in Q2 2025 and has held it in 5 quarters since.
WealthPlan Investment Management's JPMorgan Global Select Equity ETF position peaked at $22.1M in Q1 2026.
105 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.