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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 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 73,713 shares of JEPQ stock, worth $4.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

73,713

Previous 42,475 73.54%

Holding current value

$4.21 Million

Previous $2.2 Billion 82.32%

% of portfolio

0.08%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$45.88 - $54.4 $1.43 Million - $1.7 Million	31,238 Added 73.54%	73,713 $4.01 Billion
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

873

Shares Held

164M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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