Number of Shares
26,442.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
3.98%
Total Estimate Gain
$639,372.97
% of Total Estimate Gain
24.18%

LOCKERMAN FINANCIAL GROUP, INC.'s JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 26,442.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $2.96 Mil. This investment constitutes 3.98% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0.06% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2023Q3. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 5 purchases of BBUS, at an average price of $90.76, for a total of 29,136.00 shares. In addition, there have been 3 sales at an average price of $102.75 for 2,694.00 shares. Based on historical transaction data and BBUS's current price of $113.72, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his BBUS holdings is $639,372.97, reflecting a 24.18% gain to date.

LOCKERMAN FINANCIAL GROUP, INC. BBUS ($113.72) Holding Chart

LOCKERMAN FINANCIAL GROUP, INC. BBUS ($113.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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