Concurrent Investment Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 35,495 shares of JAVA stock, worth $2.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,495
Previous 5,597
534.18%
Holding current value
$2.38 Million
Previous $355 Million
554.14%
% of portfolio
0.04%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding JAVA
# of Institutions
233Shares Held
50.9MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$900 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.88MShares$260 Million0.1% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.1MShares$207 Million3.28% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$188 Million4.5% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$145 Million0.04% of portfolio