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 28,749 shares of JCPB stock, worth $1.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,749
Previous 12,948
122.03%
Holding current value
$1.37 Million
Previous $604 Million
120.54%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
264Shares Held
60.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.22MShares$343 Million0.03% of portfolio
-
Legacy Wealth Management, Inc2.66MShares$127 Million8.93% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95MShares$93 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.86MShares$88.6 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.43MShares$68.2 Million21.36% of portfolio