Concurrent Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,005 shares of JEPQ stock, worth $950,239. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,005Holding current value
$950,239% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
515Shares Held
85.9MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$573 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$560 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC6.2MShares$346 Million0.18% of portfolio
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Bank Of America Corp Charlotte, NC4.47MShares$250 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA4.1MShares$229 Million0.05% of portfolio