Lockerman Financial Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Sell	21,717 -1,454	-6%	-$114K	2.96%	8
2025 Q4	$1.74M	Sell	23,171 -419	-2%	-$31.3K	3.33%	6
2025 Q3	$1.73M	Buy	23,590 +11,992	+103%	+$860K	2.19%	11
2025 Q2	$821K	Buy	11,598 +523	+5%	+$34.9K	1.1%	21
2025 Q1	$706K	Sell	11,075 -575	-5%	-$36K	1.07%	22
2024 Q4	$682K	Buy	11,650 +17	+0.1%	+$1.06K	1.16%	26
2024 Q3	$768K	Buy	11,633 +383	+3%	+$24.5K	1.3%	21
2024 Q2	$704K	Buy	11,250 +2,055	+22%	+$128K	1.28%	20
2024 Q1	$576K	Sell	9,195 -154	-2%	-$9.21K	1.1%	27
2023 Q4	$546K	Sell	9,349 -226	-2%	-$12.6K	1.26%	23
2023 Q3	$521K	Sell	9,575 -8,983	-48%	-$508K	1.4%	18
2023 Q2	$1.06M	Buy	18,558 +809	+5%	+$45.6K	2.94%	7
2023 Q1	$977K	Sell	17,749 -346	-2%	-$18.6K	2.69%	10
2022 Q4	$906K	Sell	18,095 -274	-1%	-$13.4K	2.64%	7
2022 Q3	$800K	Buy	18,369 +1,675	+10%	+$81.2K	2.3%	12
2022 Q2	$802K	Buy	+16,694	New	+$809K	2.56%	11