Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

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 160,309 shares of JEPI stock, worth $9.08 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

160,309

Previous 151,033 6.14%

Holding current value

$9.08 Million

Previous $8.59 Billion 6.61%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$55.61 - $57.37 $515,838 - $532,164	9,276 Added 6.14%	160,309 $9.15 Billion
Q2 2025 Jul 25, 2025	BUY	$51.14 - $57.0 $1.95 Million - $2.18 Million	38,186 Added 33.84%	151,033 $8.59 Billion
Q1 2025 Apr 29, 2025	BUY	$56.17 - $59.71 $1.13 Million - $1.2 Million	20,156 Added 21.75%	112,847 $6.45 Billion
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

1,410

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History