JGLO — J P MORGAN EXCHANGE TRADED F

Ownership history in KWB Wealth  ·  4 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth reported a position in J P MORGAN EXCHANGE TRADED F (JGLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.77% (2025 Q3)
Avg. % of fund
0.41%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 108,433 +38,395 +54.8% 0.77% $7.0M $66.96
2025 Q2 ADDED 70,038 +27,153 +63.3% 0.50% $4.1M $63.57
2025 Q1 ADDED 42,885 +34,719 +425.2% 0.31% $2.6M $58.24
2024 Q4 INITIATED 8,166 — — 0.06% $512K $59.32
% of Fund (quarterly)    JGLO price (monthly, adj. close)

Other funds also holding JGLO

As of 2025 Q4 — sorted by position size

Arlington Financial Advisors, LLC 3Y 7Y 3.07% LOCKERMAN FINANCIAL GROUP, INC. 3Y 1.98% Econ Financial Services Corp 3Y 7Y 1.67% Elevation Wealth Management LLC 0.81% WealthPlan Investment Management, LLC 3Y 0.75% Vestmark Advisory Solutions, Inc. 3Y 0.61% Wayfinding Financial, LLC 3Y 0.54% SIGNET FINANCIAL MANAGEMENT, LLC 3Y 7Y 0.27% JPMORGAN CHASE & CO 3Y 7Y 0.27% WBH ADVISORY INC 3Y 7Y 0.26%
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