Lockerman Financial Group, Inc. J P Morgan Exchg Traded Fd Tr Transaction History

Lockerman Financial Group, Inc.

$55.8 Million
Q4 2024

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 11,650 shares of JIRE stock, worth $733,018. This represents 1.22% of its overall portfolio holdings.

Number of Shares

11,650

Previous 11,633 0.15%

Holding current value

$733,018

Previous $768,000 11.33%

% of portfolio

1.22%

Previous 1.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$58.46 - $65.6 $993 - $1,115	17 Added 0.15%	11,650 $681,000
Q3 2024 Oct 15, 2024	BUY	$60.25 - $66.85 $23,075 - $25,603	383 Added 3.4%	11,633 $768,000
Q2 2024 Jul 16, 2024	BUY	$59.87 - $64.55 $123,032 - $132,650	2,055 Added 22.35%	11,250 $704,000
Q1 2024 Apr 15, 2024	SELL	$56.8 - $62.88 $8,747 - $9,683	-154 Reduced 1.65%	9,195 $575,000
Q4 2023 Jan 18, 2024	SELL	$52.16 - $59.25 $11,788 - $13,390	-226 Reduced 2.36%	9,349 $546,000
Q3 2023 Oct 19, 2023	SELL	$54.17 - $58.66 $486,609 - $526,942	-8,983 Reduced 48.41%	9,575 $520,000
Q2 2023 Jul 20, 2023	BUY	$54.72 - $57.87 $44,268 - $46,816	809 Added 4.56%	18,558 $1.06 Million
Q1 2023 May 10, 2023	SELL	$50.46 - $55.41 $17,459 - $19,171	-346 Reduced 1.91%	17,749 $977,000
Q4 2022 Feb 07, 2023	SELL	$43.52 - $53.02 $11,924 - $14,527	-274 Reduced 1.49%	18,095 $905,000
Q3 2022 Oct 24, 2022	BUY	$43.52 - $51.88 $72,896 - $86,899	1,675 Added 10.03%	18,369 $800,000
Q2 2022 Jul 22, 2022	BUY	$47.51 - $49.6 $793,131 - $828,022	16,694 New	16,694 $802,000

Others Institutions Holding JIRE

# of Institutions

167

Shares Held

87.3M

Call Options Held

Put Options Held

500

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Lockerman Financial Group, Inc. J P Morgan Exchg Traded Fd Tr Transaction History