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 MSFT -1.55% NXPI -2.40% META -1.53% GOOG -1.45% AAPL -1.23% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
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.
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Its largest buys by dollar value were MSFT ($18.9 million), NXPI ($6.6 million) and META ($6.4 million).
Its largest sells by dollar value were GOOGL ($22.0 million), AAPL ($21.0 million) and TSM ($16.2 million).
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.
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%.
Technology 35.1%, Consumer Cyclical 14.8%, Financial Services 14.0%
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.
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.
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