JPMorgan Global Select Equity ETF (JGLO) Adds Microsoft and NXP on Oct. 29

GuruFocus News

Mon, November 2, 2026 at 6:06 AM EST 3 min read

This article first appeared on GuruFocus .

JPMorgan Global Select Equity ETF ( JGLO ) added to 10 positions and trimmed 7 on Thursday, with gross ETF activity of $122.6 million against $6.19 billion in assets. The fund was a net seller of $33.0 million, as $22.0 million of Alphabet and $21.0 million of Apple sales outweighed its largest purchase, $18.9 million of Microsoft.

What did JGLO buy on Thursday?

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Its largest buys by dollar value were MSFT ($18.9 million), NXPI ($6.6 million) and META ($6.4 million).

Stock	Shares changed	Value	Position
MICROSOFT CORP COMMON ( MSFT )	+35,660	$18.9M	8.15% of fund
NXP SEMICONDUCTORS NV ( NXPI )	+24,935	$6.6M	0.83% of fund
META PLATFORMS INC COMMON ( META )	+10,247	$6.4M	2.96% of fund
AUTOZONE INC COMMON STOCK ( AZO )	+911	$2.9M	0.74% of fund
LOWES COS INC COMMON ( LOW )	+11,288	$2.3M	0.81% of fund

What did JGLO sell on Thursday?

Its largest sells by dollar value were GOOGL ($22.0 million), AAPL ($21.0 million) and TSM ($16.2 million).

Stock	Shares changed	Value	Position
ALPHABET INC-CL A - ( GOOGL )	-77,417	-$22.0M	3.95% of fund
APPLE INC COMMON STOCK ( AAPL )	-60,118	-$21.0M	4.52% of fund
TAIWAN SEMICONDUCTOR ( TSM )	-37,578	-$16.2M	1.14% of fund
BANK OF AMERICA CORP ( BAC )	-119,681	-$6.1M	0.81% of fund
CHARLES SCHWAB CORP/THE ( SCHW )	-62,114	-$5.6M	0.32% of fund

Microsoft led the buys at $18.9 million, lifting its weight to 8.15%, followed by $6.6 million of NXP Semiconductors and $6.4 million of Meta Platforms. AutoZone drew $2.9 million and Lowe's $2.3 million. On the sell side, Alphabet's $22.0 million reduction left a 3.95% weight and Apple's $21.0 million cut left 4.52%, with $16.2 million of Taiwan Semiconductor, $6.1 million of Bank of America and $5.6 million of Charles Schwab also trimmed. No positions were newly opened or fully exited.

How does JGLO invest?

JPMorgan Global Select Equity ETF ( JGLO ) is an Equity Global fund holding 59 stocks, with 47.0% of assets in its 10 largest holdings. Technology is its biggest sector at 35.1% of classified stocks, ahead of Consumer Cyclical at 14.8% and Financial Services at 14.0%, and its market-cap mix is 100.0% large-cap. The fund charges 0.47% and its top holdings are NVIDIA at 9.13%, Microsoft at 8.59%, Amazon at 6.35%, Apple at 4.55% and Alphabet at 3.71%. It has a GF Score of 88, a P/E of 24.81, a P/B of 4.5, a dividend yield of 1.15% and a year-to-date return of 4.54%.

JPMorgan Global Select Equity ETF ( NASDAQ:JGLO ) at a glance

Measure	Value
Category	Equity Global
Asset class	Equity
Holdings	59
Top 10 holdings	47.0% of assets
Largest sectors	Technology 35.1%, Consumer Cyclical 14.8%, Financial Services 14.0%
Expense ratio	0.47%
Market-cap mix	Large 100.0%, mid 0.0%, small 0.0%
GF Score	88/100
P/E	24.81
P/B	4.50
Dividend yield	1.15%
Year-to-date return	+4.54%
Top holdings	NVDA (9.13%), MSFT (8.59%), AMZN (6.35%), AAPL (4.55%), GOOGL (3.71%)

See the full JPMorgan Global Select Equity ETF profile , or compare it with similar funds in the ETF Screener . For the stock behind its biggest buy, see MSFT's GF Value page and guru trades .

What should investors watch next for JGLO?

Watch whether the trimmed Alphabet and Apple stakes keep shrinking in the next holdings update, and whether Microsoft's increased 8.15% weight closes in on NVIDIA's 9.13% top spot.

Based on holdings changes reported by JPMorgan Global Select Equity ETF ( JGLO ) for Oct. 29, 2026, US-listed stocks only.

Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener .