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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

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 42,475 shares of JEPQ stock, worth $2.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
42,475
Previous 23,205 83.04%
Holding current value
$2.24 Million
Previous $1.31 Billion 68.11%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$51.45 - $58.51 $991,441 - $1.13 Million
19,270 Added 83.04%
42,475 $2.2 Billion
Q4 2024

Feb 03, 2025
BUY
$53.94 - $58.15 $570,523 - $615,052
10,577 Added 83.76%
23,205 $1.31 Billion
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
821
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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