WWP
JGLO icon

WR Wealth Planners’s JPMorgan Global Select Equity ETF JGLO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.28K Hold
38
– – ﹤0.01% 835
2024
Q3 		$2.38K Buy
+38
New +$2.31K ﹤0.01% 873

Other funds holding JGLO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's JGLO Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan Global Select Equity ETF (JGLO) position steady in Q4 2024 at 38 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

WR Wealth Planners first reported a position in JGLO in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.38K in Q3 2024. 75 funds tracked by Wall St. Rank hold JGLO as of Q4 2024.

  • WR Wealth Planners held 38 shares of JPMorgan Global Select Equity ETF worth $2.28K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan Global Select Equity ETF share count unchanged in Q4 2024.
  • JPMorgan Global Select Equity ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #835 holding.
  • WR Wealth Planners first reported a position in JPMorgan Global Select Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's JPMorgan Global Select Equity ETF position peaked at $2.38K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held JPMorgan Global Select Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.