A detailed history of Concurrent Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 92,932 shares of JPM stock, worth $22.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
92,932
Previous 86,254 7.74%
Holding current value
$22.1 Million
Previous $17.4 Billion 12.32%
% of portfolio
0.58%
Previous 0.57%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $1.3 Million - $1.5 Million
6,678 Added 7.74%
92,932 $19.6 Billion
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $4.06 Million - $4.62 Million
22,555 Added 35.41%
86,254 $17.4 Billion
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $755,079 - $905,155
-4,519 Reduced 6.62%
63,699 $12.8 Billion
Q4 2023

Apr 15, 2024

BUY
$135.69 - $170.3 $9.26 Million - $11.6 Million
68,218 New
68,218 $11.6 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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