Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 86,812 shares of JCPB stock, worth $4.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
86,812
Previous 70,779
22.65%
Holding current value
$4.02 Million
Previous $3.41 Billion
17.13%
% of portfolio
0.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding JCPB
# of Institutions
327Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$360 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$147 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$144 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.1MShares$144 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.4 Million0.14% of portfolio