Concurrent Investment Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 87,572 shares of JPST stock, worth $4.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

87,572

Previous 71,891 21.81%

Holding current value

$4.43 Million

Previous $3.62 Billion 22.44%

% of portfolio

0.11%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$50.39 - $50.66 $790,165 - $794,399	15,681 Added 21.81%	87,572 $4.43 Billion
Q4 2024 Feb 03, 2025	BUY	$50.37 - $50.6 $2.63 Million - $2.64 Million	52,122 Added 263.66%	71,891 $3.62 Billion
Q3 2024 Oct 30, 2024	SELL	$50.25 - $50.74 $933,645 - $942,749	-18,580 Reduced 48.45%	19,769 $1 Billion
Q2 2024 Jul 30, 2024	BUY	$50.22 - $50.48 $630,110 - $633,372	12,547 Added 48.63%	38,349 $1.94 Billion
Q1 2024 May 07, 2024	BUY	$50.23 - $50.49 $169,275 - $170,151	3,370 Added 15.02%	25,802 $1.3 Billion
Q4 2023 Apr 15, 2024	BUY	$49.96 - $50.44 $1.12 Million - $1.13 Million	22,432 New	22,432 $1.13 Billion

Others Institutions Holding JPST

# of Institutions

1,211

Shares Held

450M

Call Options Held

Put Options Held

1.1K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History