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 36,586 shares of JMEE stock, worth $2.32 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
36,586
Previous 32,626
12.14%
Holding current value
$2.32 Million
Previous $1.93 Billion
20.13%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding JMEE
# of Institutions
148Shares Held
23.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$666 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.98MShares$125 Million0.04% of portfolio
-
Crestwood Advisors Group LLC860KShares$54.5 Million0.94% of portfolio
-
Great Valley Advisor Group, Inc.846KShares$53.6 Million1.23% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO819KShares$51.9 Million4.9% of portfolio