Concurrent Investment Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 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 68,363 shares of JAVA stock, worth $4.76 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
68,363
Previous 35,495
92.6%
Holding current value
$4.76 Million
Previous $2.32 Billion
102.79%
% of portfolio
0.08%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding JAVA
# of Institutions
247Shares Held
60.7MCall Options Held
4KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY16MShares$1.11 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.73MShares$399 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.84MShares$268 Million4.39% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.76MShares$262 Million3.46% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.53MShares$176 Million0.04% of portfolio