Lokken Investment Group LLC JIRE — J P MORGAN EXCHANGE TRADED F

Ownership history in Lokken Investment Group LLC  ·  7 quarters on record

AI Ownership Summary

Lokken Investment Group LLC reported J P MORGAN EXCHANGE TRADED F (JIRE) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.02% in 2024 Q1. The latest visible filing shows JIRE at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JIRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lokken Investment Group LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JIRE was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JIRE stock page Lokken Investment Group LLC fund profile Lokken Investment Group LLC full holdings
How Lokken Investment Group LLC held JIRE — position size vs. price
% of Fund (quarterly)    JIRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 35,666 +900 +2.6% 0.90% $2.6M 2025-11-14 (Est.) $72.82
2025 Q2 ADDED — — — 34,766 +672 +2.0% 0.95% $2.5M 2025-07-24 $69.60
2025 Q1 REDUCED — — — 34,094 -560 -1.6% 0.92% $2.2M 2025-05-02 $64.98
2024 Q4 ADDED — — — 34,654 +437 +1.3% 0.88% $2.0M 2025-02-12 $61.08
2024 Q3 ADDED — — — 34,217 +940 +2.8% 0.94% $2.3M 2024-11-12 $57.75
2024 Q2 ADDED — — — 33,277 +474 +1.4% 0.98% $2.1M 2024-08-12 $58.08
2024 Q1 INITIATED — — — 32,803 — — 1.02% $2.1M 2024-05-14 $59.93

🏢 Other funds also holding JIRE

As of 2026 Q2 — sorted by position size

New England Professional Planning Group Inc. 3Y 7Y 23.46% Richard P Slaughter Associates Inc 3Y 12.8% Hughes Financial Services, LLC 9.92% Choice Wealth Advisors LLC 3Y 8.85% KELLY FINANCIAL GROUP LLC 8.41% SIMA Wealth Partners, LLC 7.47% EdgeRock Capital LLC 3Y 7.08% Providence Financial Advisors, LLC 6.18% Conservest Capital Advisors, Inc. 3Y 7Y 6.01% MN Wealth Advisors, LLC 4.32%

FAQ About Lokken Investment Group LLC and JIRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lokken Investment Group LLC reported owning JIRE?

Lokken Investment Group LLC reported JIRE across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported JIRE position in Lokken Investment Group LLC's portfolio?

The largest reported portfolio weight for JIRE was 1.02% in 2024 Q1.

What is the latest reported JIRE position on this page?

The most recent filing on this page is 2025 Q3, when Lokken Investment Group LLC reported 35,666 shares, equal to 0.90% of portfolio, with an estimated market value of $2.6M.

What does the chart on this JIRE ownership page compare?

The chart compares Lokken Investment Group LLC's quarterly JIRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lokken Investment Group LLC time their JIRE position?

Based on 13F filing dates vs. subsequent JIRE price moves, Lokken Investment Group LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JIRE relative to SPY over the holding period was -4.8%.

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