Who owns JGLO
Which tracked institutional funds hold JGLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JGLO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
19 tracked funds added or opened JGLO while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JGLO’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JGLO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 97 tracked filers holding JGLO, 38 increased or opened the position and 71 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JGLO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- STIFEL FINANCIAL CORP$1M
Full exits 9
- Janney Montgomery Scott LLC$56M
- Cambridge Investment Research Advisors, Inc.$17M
- Integrated Wealth Concepts LLC$13M
- PARK AVENUE SECURITIES LLC$8M
- SIGNET FINANCIAL MANAGEMENT, LLC$4M
- CWM, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$314M
- Mitsubishi UFJ Asset Management Co., Ltd.$24M
- MORGAN STANLEY$15M
- Ameritas Advisory Services, LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Vestmark Advisory Solutions, Inc.$4M
Largest trims
- LPL Financial LLC$35M
- ENVESTNET ASSET MANAGEMENT INC$26M
- ASSETMARK, INC$12M
- JANE STREET GROUP, LLC$6M
- WealthPlan Investment Management, LLC$5M
- Cetera Investment Advisers$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 61,618,247 | $4.3B | 88.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,290,924 | $92M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 769,205 | $55M | 1.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 769,101 | $55M | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 699,827 | $50M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 536,693 | $38M | 0.8% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 340,971 | $24M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 242,169 | $17M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 235,329 | $17M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 232,001 | $17M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 185,256 | $13M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 164,645 | $12M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 138,345 | $10M | 0.2% | 2026-Q2 |
| WESBANCO BANK INC trimmed | 114,866 | $8M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 104,319 | $7M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 74,129 | $5M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 62,361 | $4M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 61,852 | $4M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,662 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 45,806 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 44,349 | $3M | 0.1% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 40,247 | $3M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 36,917 | $3M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 34,943 | $2M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 33,513 | $2M | 0.0% | 2026-Q2 |
| Hopwood Nicholas Hunter trimmed | 29,107 | $2M | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 27,655 | $2M | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,290 | $2M | 0.0% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 24,254 | $2M | 0.0% | 2026-Q2 |
| Ascent Group, LLC trimmed | 20,971 | $1M | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,954 | $1M | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 17,833 | $1M | 0.0% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 17,272 | $1M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 14,760 | $1M | 0.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 13,724 | $977K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,903 | $919K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,431 | $796K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 10,858 | $773K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10,826 | $771K | 0.0% | 2026-Q2 |
| UBS Group AG added | 9,655 | $688K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 9,382 | $668K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,299 | $662K | 0.0% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 8,344 | $594K | 0.0% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 7,673 | $546K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 7,539 | $537K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 5,355 | $527K | 0.0% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. trimmed | 7,299 | $520K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,121 | $508K | 0.0% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 6,782 | $507K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,757 | $481K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. | 6,705 | $478K | 0.0% | 2026-Q2 |
| Emergent Wealth Advisors, LLC added | 6,456 | $460K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 6,039 | $430K | 0.0% | 2026-Q2 |
| Principle Wealth Partners LLC | 5,797 | $413K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 5,718 | $407K | 0.0% | 2026-Q2 |
| XP Advisory US, Inc. new | 5,461 | $389K | 0.0% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 5,293 | $377K | 0.0% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 4,748 | $338K | 0.0% | 2026-Q2 |
| Ascension Capital Advisors, Inc. trimmed | 4,588 | $327K | 0.0% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 4,556 | $324K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 4,513 | $321K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 4,109 | $293K | 0.0% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 3,817 | $272K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 3,651 | $260K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 3,589 | $256K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 3,347 | $238K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 3,122 | $222K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 3,085 | $220K | 0.0% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 3,084 | $220K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 2,829 | $201K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,736 | $195K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 2,042 | $145K | 0.0% | 2026-Q2 |
| Tripletail Wealth Management, LLC trimmed | 1,952 | $139K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 1,620 | $115K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,121 | $80K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 1,091 | $78K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 875 | $62K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC added | 764 | $54K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 540 | $38K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 448 | $32K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC new | 354 | $25K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 322 | $23K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 279 | $20K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC | 211 | $15K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 167 | $12K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 141 | $10K | 0.0% | 2026-Q2 |
| LGT Financial Advisors LLC | 104 | $7K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 89 | $6K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 74 | $5K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 61 | $4K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 52 | $4K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 49 | $3K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 47 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19 | $1K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 6 | $427 | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 4 | $285 | 0.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | — | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 852,864 | $56M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 252,827 | $17M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 203,549 | $13M | 0.3% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.