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

Lockerman Financial Group’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Sell
20,957
-760
-3% -$61K 2.64% 8
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

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Lockerman Financial Group reduced its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 3.5% in Q2 2026, selling an estimated $61K and leaving 20,957 shares worth $1.73M. The position accounts for 2.64% of the portfolio, ranked #8.

Lockerman Financial Group first reported a position in JIRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.74M in Q4 2025. 350 funds tracked by Wall St. Rank hold JIRE as of Q2 2026.

  • Lockerman Financial Group held 20,957 shares of JPMorgan International Research Enhanced Equity ETF worth $1.73M as of Q2 2026.
  • Lockerman Financial Group sold 760 JPMorgan International Research Enhanced Equity ETF shares in Q2 2026, an estimated $61K.
  • JPMorgan International Research Enhanced Equity ETF made up 2.64% of Lockerman Financial Group's portfolio in Q2 2026, its #8 holding.
  • Lockerman Financial Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Lockerman Financial Group's JPMorgan International Research Enhanced Equity ETF position peaked at $1.74M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q2 2026.

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