Lokken Investment Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Lokken Investment 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
2025 Q3	$2.62M	Buy	35,666 +900	+3%	+$64.6K	0.9%	28
2025 Q2	$2.46M	Buy	34,766 +672	+2%	+$44.8K	0.95%	27
2025 Q1	$2.17M	Sell	34,094 -560	-2%	-$35.1K	0.92%	26
2024 Q4	$2.03M	Buy	34,654 +437	+1%	+$27.3K	0.88%	32
2024 Q3	$2.26M	Buy	34,217 +940	+3%	+$60.2K	0.94%	26
2024 Q2	$2.08M	Buy	33,277 +474	+1%	+$29.6K	0.98%	27
2024 Q1	$2.05M	Buy	+32,803	New	+$1.96M	1.02%	25

Other funds holding JIRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lokken Investment Group's JIRE Position: Q3 2025 in Review

Lokken Investment Group increased its JPMorgan International Research Enhanced Equity ETF (JIRE) stake by 2.6% in Q3 2025, buying an estimated $64.6K and bringing the position to 35,666 shares worth $2.62M. The position accounts for 0.9% of the portfolio, ranked #28.

Lokken Investment Group first reported a position in JIRE in Q1 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold JIRE as of Q3 2025.

Lokken Investment Group held 35,666 shares of JPMorgan International Research Enhanced Equity ETF worth $2.62M as of Q3 2025.
Lokken Investment Group bought 900 JPMorgan International Research Enhanced Equity ETF shares in Q3 2025, an estimated $64.6K.
JPMorgan International Research Enhanced Equity ETF made up 0.9% of Lokken Investment Group's portfolio in Q3 2025, its #28 holding.
Lokken Investment Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q1 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.