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JGLO Institutional Ownership

JPMorgan Global Select Equity ETF
1W: -0.2% 1M: -0.5% 3M: +1.4% YTD: +7.1% 1Y: +8.6% 3Y: +63.3%
$72.90
+0.67 (+0.93%)
 
Weekly Expected Move ±1.6%
$71 $72 $73 $74 $75
ETF NASDAQ · AUM $6.9B

Institutional Ownership — JGLO

120
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
14
New Positions
26
Increased
69
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (135 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 61,618,247 4.5B -1,977,173 -3.1% 12Q SEC ↗
2 Mitsubishi UFJ Asset Management Co., L 1,290,924 $94M +245,885 +23.5% 5Q SEC ↗
3 MORGAN STANLEY 769,205 $56M +160,987 +26.5% 5Q SEC ↗
4 LPL Financial LLC 769,101 $56M -610,073 -44.2% 10Q SEC ↗
5 Vestmark Advisory Solutions, Inc. 699,827 $51M -73 -0.0% 10Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 536,693 $39M -445,134 -45.3% 10Q SEC ↗
7 Janney Montgomery Scott LLC 454,705 $33M -398,159 -46.7% 10Q SEC ↗
8 Arlington Financial Advisors, LLC 340,971 $25M +6,800 +2.0% 6Q SEC ↗
9 WealthPlan Investment Management, LLC 242,169 $18M -96,173 -28.4% 5Q SEC ↗
10 ASSETMARK, INC 235,329 $17M -200,839 -46.0% 10Q SEC ↗
11 Ameritas Advisory Services, LLC 232,001 $17M +166,591 +254.7% 5Q SEC ↗
12 Cetera Investment Advisers 185,256 $14M -89,610 -32.6% 9Q SEC ↗
13 UBS AM, a distinct business unit of UB 164,645 $12M — +0.0% 2Q SEC ↗
14 HUB Investment Partners, LLC 138,345 $10M +6,398 +4.8% 2Q SEC ↗
15 Cambridge Investment Research Advisors 132,680 $10M -120,147 -47.5% 10Q SEC ↗
16 WESBANCO BANK INC 114,866 $8M -14,000 -10.9% 8Q SEC ↗
17 Integrated Wealth Concepts LLC 113,259 $8M -90,290 -44.4% 10Q SEC ↗
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 104,319 $8M +75,969 +268.0% 5Q SEC ↗
19 MLG Wealth Management DBA Pine Grove F 91,153 $7M -70,637 -43.7% 3Q SEC ↗
20 PARK AVENUE SECURITIES LLC 74,156 $5M -53,191 -41.8% 2Q SEC ↗
21 Summit Financial, LLC 74,129 $5M +6,487 +9.6% 4Q SEC ↗
22 SIGNET FINANCIAL MANAGEMENT, LLC 64,754 $5M +28,641 +79.3% 5Q SEC ↗
23 BANK OF AMERICA CORP /DE 62,361 $5M -3,207 -4.9% 5Q SEC ↗
24 Visionary Wealth Advisors 61,852 $5M -6,464 -9.5% 10Q SEC ↗
25 OSAIC HOLDINGS, INC. 47,662 $3M +9,014 +23.3% 10Q SEC ↗
26 MML INVESTORS SERVICES, LLC 45,806 $3M -33,405 -42.2% 9Q SEC ↗
27 JANE STREET GROUP, LLC 44,349 $3M -91,257 -67.3% 12Q SEC ↗
28 WBH ADVISORY INC 40,247 $3M -16,881 -29.5% 5Q SEC ↗
29 CWM, LLC 38,104 $3M +3,568 +10.3% 7Q SEC ↗
30 WealthPLAN Partners, LLC 36,917 $3M +5,171 +16.3% 3Q SEC ↗
31 Mutual Advisors, LLC 34,943 $3M -2,509 -6.7% 4Q SEC ↗
32 Triad Wealth Partners, LLC 33,513 $2M -4,239 -11.2% 7Q SEC ↗
33 Hopwood Nicholas Hunter 29,107 $2M -8,462 -22.5% 3Q SEC ↗
34 CreativeOne Wealth, LLC 27,655 $2M -15,737 -36.3% 10Q SEC ↗
35 COMMONWEALTH EQUITY SERVICES, LLC 25,290 $2M -2,742 -9.8% 6Q SEC ↗
36 5T Wealth, LLC 24,254 $2M -6,864 -22.1% 7Q SEC ↗
37 Ascent Group, LLC 20,971 $2M -7,625 -26.7% 10Q SEC ↗
38 GREAT VALLEY ADVISOR GROUP, INC. 17,954 $1M +476 +2.7% 5Q SEC ↗
39 RAYMOND JAMES FINANCIAL INC 17,833 $1M -3,601 -16.8% 6Q SEC ↗
40 UNIQUE WEALTH, LLC 17,272 $1M +1,195 +7.4% 2Q SEC ↗
41 LOCKERMAN FINANCIAL GROUP, INC. 15,319 $1M +52 +0.3% 9Q SEC ↗
42 STIFEL FINANCIAL CORP NEW 14,760 $1M — +0.0% 1Q SEC ↗
43 DAYMARK WEALTH PARTNERS, LLC 13,724 $1M -1,850 -11.9% 10Q SEC ↗
44 WELLS FARGO & COMPANY/MN 12,903 $941K +4,975 +62.8% 5Q SEC ↗
45 JONES FINANCIAL COMPANIES LLLP 11,431 $833K +5,035 +78.7% 4Q SEC ↗
46 MassMutual Private Wealth & Trust, FSB 10,858 $792K -13,186 -54.8% 10Q SEC ↗
47 IFP Advisors, Inc 10,826 $789K -6,044 -35.8% 10Q SEC ↗
48 Wayfinding Financial, LLC 9,669 $705K -9,471 -49.5% 10Q SEC ↗
49 FLOW TRADERS U.S. LLC NEW 9,659 $704K — +0.0% 1Q SEC ↗
50 UBS Group AG 9,655 $704K +8,204 +565.4% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Mitsubishi UFJ Asset Management Co. +245,885 +23.5% 1,290,924
Ameritas Advisory Services, LLC +166,591 +254.7% 232,001
MORGAN STANLEY +160,987 +26.5% 769,205
SUSQUEHANNA INTERNATIONAL GROUP, LL +75,969 +268.0% 104,319
SIGNET FINANCIAL MANAGEMENT, LLC +28,641 +79.3% 64,754
OSAIC HOLDINGS, INC. +9,014 +23.3% 47,662
UBS Group AG +8,204 +565.4% 9,655
Arlington Financial Advisors, LLC +6,800 +2.0% 340,971
Summit Financial, LLC +6,487 +9.6% 74,129
HUB Investment Partners, LLC +6,398 +4.8% 138,345
ROYAL BANK OF CANADA +5,615 +372.8% 7,121
WealthPLAN Partners, LLC +5,171 +16.3% 36,917
JONES FINANCIAL COMPANIES LLLP +5,035 +78.7% 11,431
WELLS FARGO & COMPANY/MN +4,975 +62.8% 12,903
Farther Finance Advisors, LLC +4,471 +92.6% 9,299
CWM, LLC +3,568 +10.3% 38,104
UNIQUE WEALTH, LLC +1,195 +7.4% 17,272
AdvisorNet Financial, Inc +974 +11.6% 9,382
GREAT VALLEY ADVISOR GROUP, INC. +476 +2.7% 17,954
Capital Analysts, LLC +404 +99.3% 811
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -1,977,173 -3.1% 61,618,247
LPL Financial LLC -610,073 -44.2% 769,101
ENVESTNET ASSET MANAGEMENT INC -445,134 -45.3% 536,693
Janney Montgomery Scott LLC -398,159 -46.7% 454,705
ASSETMARK, INC -200,839 -46.0% 235,329
Cambridge Investment Research Advis -120,147 -47.5% 132,680
WealthPlan Investment Management, L -96,173 -28.4% 242,169
JANE STREET GROUP, LLC -91,257 -67.3% 44,349
Integrated Wealth Concepts LLC -90,290 -44.4% 113,259
Cetera Investment Advisers -89,610 -32.6% 185,256
MLG Wealth Management DBA Pine Grov -70,637 -43.7% 91,153
PARK AVENUE SECURITIES LLC -53,191 -41.8% 74,156
MML INVESTORS SERVICES, LLC -33,405 -42.2% 45,806
WBH ADVISORY INC -16,881 -29.5% 40,247
CreativeOne Wealth, LLC -15,737 -36.3% 27,655
Medallion Wealth Advisors, LLC -14,800 -73.4% 5,355
WESBANCO BANK INC -14,000 -10.9% 114,866
MassMutual Private Wealth & Trust, -13,186 -54.8% 10,858
Gateway Wealth Partners, LLC -10,236 -74.0% 3,589
Wayfinding Financial, LLC -9,471 -49.5% 9,669

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms