Lockerman Financial Group’s JPMorgan International Growth ETF JIG Stock Holding History

Lockerman Financial Group’s Portfolio JIG Stock Details JIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Buy	4,827 +409	+9%	+$33.7K	0.64%	43
2026 Q1	$328K	Buy	4,418 +45	+1%	+$3.48K	0.59%	53
2025 Q4	$321K	Sell	4,373 -45	-1%	-$3.37K	0.62%	52
2025 Q3	$333K	Buy	+4,418	New	+$319K	0.42%	76

Other funds holding JIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lockerman Financial Group's JIG Position: Q2 2026 in Review

Lockerman Financial Group increased its JPMorgan International Growth ETF (JIG) stake by 9.3% in Q2 2026, buying an estimated $33.7K and bringing the position to 4,827 shares worth $421K. The position accounts for 0.64% of the portfolio, ranked #43.

Lockerman Financial Group first reported a position in JIG in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold JIG as of Q2 2026.

Lockerman Financial Group held 4,827 shares of JPMorgan International Growth ETF worth $421K as of Q2 2026.
Lockerman Financial Group bought 409 JPMorgan International Growth ETF shares in Q2 2026, an estimated $33.7K.
JPMorgan International Growth ETF made up 0.64% of Lockerman Financial Group's portfolio in Q2 2026, its #43 holding.
Lockerman Financial Group first reported a position in JPMorgan International Growth ETF in Q3 2025 and has held it in 4 quarters since.
90 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.