Lockerman Financial Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
11,598
+523
| +5% | +$37K | 1.1% | 21 |
|
|
2025
Q1 | $706K | Sell |
11,075
-575
| -5% | -$36.6K | 1.07% | 22 |
|
|
2024
Q4 | $682K | Buy |
11,650
+17
| +0.1% | +$995 | 1.16% | 26 |
|
|
2024
Q3 | $768K | Buy |
11,633
+383
| +3% | +$25.3K | 1.3% | 21 |
|
|
2024
Q2 | $704K | Buy |
11,250
+2,055
| +22% | +$129K | 1.28% | 20 |
|
|
2024
Q1 | $576K | Sell |
9,195
-154
| -2% | -$9.64K | 1.1% | 27 |
|
|
2023
Q4 | $546K | Sell |
9,349
-226
| -2% | -$13.2K | 1.26% | 23 |
|
|
2023
Q3 | $521K | Sell |
9,575
-8,983
| -48% | -$488K | 1.4% | 18 |
|
|
2023
Q2 | $1.06M | Buy |
18,558
+809
| +5% | +$46.2K | 2.94% | 7 |
|
|
2023
Q1 | $977K | Sell |
17,749
-346
| -2% | -$19.1K | 2.69% | 10 |
|
|
2022
Q4 | $906K | Sell |
18,095
-274
| -1% | -$13.7K | 2.64% | 7 |
|
|
2022
Q3 | $800K | Buy |
18,369
+1,675
| +10% | +$72.9K | 2.3% | 12 |
|
|
2022
Q2 | $802K | Buy |
+16,694
| New | +$802K | 2.56% | 11 |
|