Vision Retirement, LLC JGLO β€” JPMORGAN GLOBAL

Ownership history in Vision Retirement, LLC  Β·  2 quarters on record

AI Ownership Summary

Vision Retirement, LLC reported JPMORGAN GLOBAL (JGLO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows JGLO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JGLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vision Retirement, LLC's position in JPMORGAN GLOBAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JGLO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vision Retirement, LLC held JGLO β€” position size vs. price
% of Fund (quarterly)    JGLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 211 β€” 0% 0.00% $15K 2026-07-21 $71.56
2026 Q1 INITIATED β€” β€” β€” 211 β€” β€” 0.00% $14K 2026-05-07 $70.59

FAQ About Vision Retirement, LLC and JGLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vision Retirement, LLC reported owning JGLO?

Vision Retirement, LLC reported JGLO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported JGLO position in Vision Retirement, LLC's portfolio?

The largest reported portfolio weight for JGLO was 0.00% in 2026 Q1.

What is the latest reported JGLO position on this page?

The most recent filing on this page is 2026 Q2, when Vision Retirement, LLC reported 211 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this JGLO ownership page compare?

The chart compares Vision Retirement, LLC's quarterly JGLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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