Lockerman Financial Group, Inc. J P Morgan Exchg Traded Fd Tr Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 2025
A detailed history of Lockerman Financial Group, Inc. transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 11,598 shares of JIRE stock, worth $871,009. This represents 1.18% of its overall portfolio holdings.
Number of Shares
11,598
Previous 11,075
4.72%
Holding current value
$871,009
Previous $705,000
16.31%
% of portfolio
1.18%
Previous 1.14%
Shares
13 transactions
Others Institutions Holding JIRE
# of Institutions
242Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.67 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$304 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$155 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$128 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$122 Million4.94% of portfolio