Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
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 10,490 shares of JMEE stock, worth $632,756. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,490
Previous 11,708
10.4%
Holding current value
$632,756
Previous $685 Million
13.3%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding JMEE
# of Institutions
95Shares Held
14.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$644 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC824KShares$49.7 Million0.02% of portfolio
-
Cgc Financial Services, LLC Lake Oswego, OR320KShares$19.3 Million7.88% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC288KShares$17.4 Million6.36% of portfolio
-
Cwm, LLC222KShares$13.4 Million0.06% of portfolio