SEC 13F Intelligence

Lockerman Financial Group, Inc. / JIRE

Lockerman Financial Group, Inc.’s J P Morgan Exchange Traded F Position

Does Lockerman Financial Group, Inc. own J P Morgan Exchange Traded F (JIRE)? Yes — 21.7K shares worth $2M (+2.96% of its 13F portfolio) as of Q1 2026, down from 23.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
21.7K
% of Portfolio
+2.96%
Quarters Held
16
currently held

Position History JIRE

Reported value by quarter
Q2 ’22: $802,000Q2 ’22Q3 ’22: $800,000Q4 ’22: $905,827Q4 ’22Q1 ’23: $977,429Q2 ’23: $1MQ2 ’23Q3 ’23: $520,585Q4 ’23: $546,335Q4 ’23Q1 ’24: $575,769Q2 ’24: $704,230Q2 ’24Q3 ’24: $768,106Q4 ’24: $681,646Q4 ’24Q1 ’25: $705,704Q2 ’25: $820,796Q2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.7K$2M+2.96%
Q4 202523.2K$2M+3.33%
Q3 202523.6K$2M+2.19%
Q2 202511.6K$820,796+1.10%
Q1 202511.1K$705,704+1.07%
Q4 202411.7K$681,646+1.16%
Q3 202411.6K$768,106+1.30%
Q2 202411.3K$704,230+1.28%
Q1 20249.2K$575,769+1.10%
Q4 20239.3K$546,335+1.26%
Q3 20239.6K$520,585+1.40%
Q2 202318.6K$1M+2.94%
Q1 202317.7K$977,429+2.69%
Q4 202218.1K$905,827+2.64%
Q3 202218.4K$800,000+2.30%
Q2 202216.7K$802,000+2.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lockerman Financial Group, Inc.’s full portfolio or all institutional holders of JIRE.