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 92,691 shares of JEPI stock, worth $5.47 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
92,691
Previous 72,431 27.97%
Holding current value
$5.47 Million
Previous $4.31 Billion 23.71%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$57.53 - $60.83 $1.17 Million - $1.23 Million
20,260 Added 27.97%
92,691 $5.33 Billion
Q3 2024

Oct 30, 2024
BUY
$54.98 - $59.51 $865,220 - $936,508
15,737 Added 27.76%
72,431 $4.31 Billion
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $454,911 - $470,827
8,204 Added 16.92%
56,694 $3.21 Billion
Q1 2024

May 07, 2024
BUY
$54.75 - $57.86 $236,574 - $250,013
4,321 Added 9.78%
48,490 $2.81 Billion
Q4 2023

Apr 15, 2024
BUY
$51.51 - $55.33 $2.28 Million - $2.44 Million
44,169 New
44,169 $2.43 Billion

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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