Who owns JGLO (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-Q1 13F filings. 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
23 tracked funds added or opened JGLO while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 108 tracked filers holding JGLO, 70 increased or opened the position and 48 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 2025-Q4 and 2026-Q1 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 5
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11M
- HUB Investment Partners, LLC$9M
- PARK AVENUE SECURITIES LLC$8M
- UNIQUE WEALTH, LLC$1M
- Ascentis Independent Advisors$540K
Full exits 3
- FLOW TRADERS U.S. LLC$8M
- Econ Financial Services Corp$3M
- Qube Research & Technologies Ltd$879K
Largest adds
- Mitsubishi UFJ Asset Management Co., Ltd.$28M
- MORGAN STANLEY$13M
- Integrated Wealth Concepts LLC$13M
- WealthPlan Investment Management, LLC$10M
- Summit Financial, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
Largest trims
- JANE STREET GROUP, LLC$355M
- JPMORGAN CHASE & CO$272M
- CITADEL ADVISORS LLC$6M
- ASSETMARK, INC$1M
- Ameritas Advisory Services, LLC$1M
- Mutual Advisors, LLC$997K
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 | 63,595,420 | $4.0B | 86.4% | 2026-Q1 |
| LPL Financial LLC added | 1,379,174 | $90M | 1.9% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,045,039 | $68M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 981,827 | $64M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 852,864 | $56M | 1.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 699,900 | $46M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 608,218 | $40M | 0.9% | 2026-Q1 |
| ASSETMARK, INC trimmed | 436,168 | $28M | 0.6% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 338,342 | $22M | 0.5% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 334,171 | $22M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 274,866 | $18M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 252,827 | $17M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 203,549 | $13M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 164,645 | $11M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 135,606 | $9M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 131,947 | $9M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC | 128,866 | $8M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 127,347 | $8M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 79,211 | $5M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 68,316 | $4M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 67,642 | $4M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 65,568 | $4M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 65,410 | $4M | 0.1% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 64,754 | $4M | 0.1% | 2026-Q1 |
| WBH ADVISORY INC added | 57,128 | $4M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 43,392 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 38,648 | $3M | 0.1% | 2026-Q1 |
| CWM, LLC added | 38,104 | $2M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 37,752 | $2M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 37,452 | $2M | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 31,746 | $2M | 0.0% | 2026-Q1 |
| 5T Wealth, LLC added | 31,118 | $2M | 0.0% | 2026-Q1 |
| Ascent Group, LLC added | 28,596 | $2M | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,350 | $2M | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,032 | $2M | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 24,044 | $2M | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 21,434 | $1M | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC added | 20,155 | $1M | 0.0% | 2026-Q1 |
| Wayfinding Financial, LLC added | 19,140 | $1M | 0.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,478 | $1M | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 16,870 | $1M | 0.0% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 16,077 | $1M | 0.0% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 15,574 | $1M | 0.0% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 15,319 | $1,000K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 13,825 | $902K | 0.0% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 12,922 | $843K | 0.0% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 12,460 | $813K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 10,359 | $676K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 8,408 | $549K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 8,280 | $540K | 0.0% | 2026-Q1 |
| 3Chopt Investment Partners, LLC added | 8,243 | $538K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,928 | $517K | 0.0% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 7,823 | $511K | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 6,705 | $454K | 0.0% | 2026-Q1 |
| KINTRA WEALTH, LLC trimmed | 6,681 | $436K | 0.0% | 2026-Q1 |
| Emergent Wealth Advisors, LLC new | 6,361 | $415K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC added | 6,260 | $409K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,396 | $405K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 5,885 | $384K | 0.0% | 2026-Q1 |
| Principle Wealth Partners LLC added | 5,797 | $378K | 0.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 5,663 | $370K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 5,432 | $355K | 0.0% | 2026-Q1 |
| Ascension Capital Advisors, Inc. new | 5,349 | $349K | 0.0% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 5,321 | $347K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,155 | $336K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 4,828 | $316K | 0.0% | 2026-Q1 |
| TBH Global Asset Management, LLC trimmed | 4,721 | $307K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,611 | $301K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,875 | $253K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 3,853 | $251K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 3,826 | $250K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC new | 3,710 | $242K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 3,708 | $242K | 0.0% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 3,487 | $228K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 3,364 | $220K | 0.0% | 2026-Q1 |
| Ignite Planners, LLC added | 3,302 | $216K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 3,215 | $210K | 0.0% | 2026-Q1 |
| Tripletail Wealth Management, LLC added | 1,964 | $128K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,506 | $97K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,451 | $95K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 1,131 | $74K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 111,814 | $8M | 0.2% | 2025-Q4 stale |
| KWB Wealth added | 108,433 | $7M | 0.1% | 2025-Q3 stale |
| Econ Financial Services Corp new | 49,123 | $3M | 0.1% | 2025-Q4 stale |
| Blue Oak Capital, LLC trimmed | 35,639 | $2M | 0.0% | 2025-Q2 stale |
| von Borstel & Associates, Inc. new | 18,512 | $1M | 0.0% | 2025-Q3 stale |
| Advisor Resource Council new | 17,795 | $1M | 0.0% | 2025-Q1 stale |
| Qube Research & Technologies Ltd trimmed | 12,984 | $879K | 0.0% | 2025-Q4 stale |
| Fort Point Capital Partners LLC added | 13,599 | $875K | 0.0% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 7,784 | $501K | 0.0% | 2025-Q2 stale |
| TFB Advisors LLC trimmed | 7,352 | $498K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC added | 7,035 | $476K | 0.0% | 2025-Q4 stale |
| NWAM LLC trimmed | 7,096 | $418K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 5,210 | $353K | 0.0% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 4,801 | $325K | 0.0% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 4,748 | $321K | 0.0% | 2025-Q4 stale |
| Olde Wealth Management, LLC added | 3,613 | $246K | 0.0% | 2025-Q3 stale |
| World Investment Advisors new | 3,802 | $224K | 0.0% | 2025-Q1 stale |
| Echo Wealth Management, LLC trimmed | 3,003 | $203K | 0.0% | 2025-Q4 stale |
| Strategic Blueprint, LLC new | 3,137 | $202K | 0.0% | 2025-Q2 stale |
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.