Lokken Investment Group LLC J P Morgan Exchg Traded Fd Tr Transaction History

Lokken Investment Group LLC

$254 Million
Q3 2025

A detailed history of Lokken Investment Group LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Lokken Investment Group LLC holds 35,666 shares of JIRE stock, worth $2.68 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

35,666

Previous 34,766 2.59%

Holding current value

$2.68 Million

Previous $2.46 Million 6.59%

% of portfolio

1.03%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$69.02 - $73.57 $62,118 - $66,213	900 Added 2.59%	35,666 $2.62 Million
Q2 2025 Jul 23, 2025	BUY	$56.88 - $70.77 $38,223 - $47,557	672 Added 1.97%	34,766 $2.46 Million
Q1 2025 May 01, 2025	SELL	$58.04 - $65.84 $32,502 - $36,870	-560 Reduced 1.62%	34,094 $2.17 Million
Q4 2024 Feb 12, 2025	BUY	$58.46 - $65.6 $25,547 - $28,667	437 Added 1.28%	34,654 $2.03 Million
Q3 2024 Nov 12, 2024	BUY	$60.25 - $66.85 $56,635 - $62,838	940 Added 2.82%	34,217 $2.26 Million

Q2 2024 Aug 09, 2024	BUY	$59.87 - $64.55 $28,378 - $30,596	474 Added 1.44%	33,277 $2.08 Million
Q1 2024 May 14, 2024	BUY	$56.8 - $62.88 $1.86 Million - $2.06 Million	32,803 New	32,803 $2.05 Million

Others Institutions Holding JIRE

# of Institutions

283

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

More about JIRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Account

Lokken Investment Group LLC J P Morgan Exchg Traded Fd Tr Transaction History