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LOM Asset Management’s iShares Global Utilities ETF JXI Stock Holding History

LOM Asset Management’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$729K Buy
8,438
+217
+3% +$18.2K 0.21% 111
2025
Q4 		$647K Buy
8,221
+165
+2% +$13.2K 0.19% 119
2025
Q3 		$626K Buy
8,056
+364
+5% +$27.4K 0.19% 118
2025
Q2 		$567K Buy
+7,692
New +$549K 0.19% 117

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LOM Asset Management's JXI Position: Q1 2026 in Review

LOM Asset Management increased its iShares Global Utilities ETF (JXI) stake by 2.6% in Q1 2026, buying an estimated $18.2K and bringing the position to 8,438 shares worth $729K. The position accounts for 0.21% of the portfolio, ranked #111.

LOM Asset Management first reported a position in JXI in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • LOM Asset Management held 8,438 shares of iShares Global Utilities ETF worth $729K as of Q1 2026.
  • LOM Asset Management bought 217 iShares Global Utilities ETF shares in Q1 2026, an estimated $18.2K.
  • iShares Global Utilities ETF made up 0.21% of LOM Asset Management's portfolio in Q1 2026, its #111 holding.
  • LOM Asset Management first reported a position in iShares Global Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.