Concurrent Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 12,628 shares of JEPQ stock, worth $709,819. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,628
Previous 23,382 45.99%
Holding current value
$709,819
Previous $1.3 Billion 46.55%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$49.7 - $56.11 $534,473 - $603,406
-10,754 Reduced 45.99%
12,628 $694 Million
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $324,206 - $354,306
6,377 Added 37.5%
23,382 $1.3 Billion
Q1 2024

May 07, 2024
BUY
$49.02 - $54.29 $833,585 - $923,201
17,005 New
17,005 $922 Million

Others Institutions Holding JEPQ

# of Institutions
628
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email