Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 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 20,482 shares of JMEE stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,482

Previous 13,353 53.39%

Holding current value

$1.17 Million

Previous $807 Million 42.0%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$54.51 - $63.63 $388,601 - $453,618	7,129 Added 53.39%	20,482 $1.15 Billion
Q4 2024 Feb 03, 2025	BUY	$60.1 - $66.4 $194,543 - $214,936	3,237 Added 32.0%	13,353 $807 Million
Q3 2024 Oct 30, 2024	SELL	$55.81 - $61.01 $20,872 - $22,817	-374 Reduced 3.57%	10,116 $617 Million
Q2 2024 Jul 30, 2024	SELL	$54.31 - $58.29 $66,149 - $70,997	-1,218 Reduced 10.4%	10,490 $594 Million
Q1 2024 May 07, 2024	BUY	$51.82 - $58.53 $6,011 - $6,789	116 Added 1.0%	11,708 $685 Million
Q4 2023 Apr 15, 2024	BUY	$45.26 - $54.23 $524,653 - $628,634	11,592 New	11,592 $623 Million

Others Institutions Holding JMEE

# of Institutions

155

Shares Held

22.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
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Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History