Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 98,963 shares of JCPB stock, worth $4.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

98,963

Previous 107,712 8.12%

Holding current value

$4.7 Million

Previous $5.07 Billion 8.08%

% of portfolio

0.09%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$45.9 - $47.2 $401,579 - $412,952	-8,749 Reduced 8.12%	98,963 $4.66 Billion
Q1 2025 Apr 29, 2025	BUY	$45.56 - $47.23 $952,204 - $987,106	20,900 Added 24.08%	107,712 $5.07 Billion
Q4 2024 Feb 03, 2025	BUY	$46.07 - $48.17 $738,640 - $772,309	16,033 Added 22.65%	86,812 $4 Billion
Q3 2024 Oct 30, 2024	BUY	$45.87 - $48.53 $1.93 Million - $2.04 Million	42,030 Added 146.2%	70,779 $3.41 Billion
Q2 2024 Jul 30, 2024	BUY	$45.27 - $46.67 $715,311 - $737,432	15,801 Added 122.03%	28,749 $1.33 Billion
Q1 2024 May 07, 2024	BUY	$46.0 - $47.18 $59,018 - $60,531	1,283 Added 11.0%	12,948 $604 Million
Q4 2023 Apr 15, 2024	BUY	$43.49 - $47.47 $507,310 - $553,737	11,665 New	11,665 $549 Million

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

132M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History