Concurrent Investment Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Concurrent Investment Advisors, LLC

30,302

Previous 36,238 16.38%

$1.9 Billion

Previous $2.16 Billion 12.33%

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	N/A	-5,936 Reduced 16.38%	30,302 $1.9 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	5,863 Added 19.3%	36,238 $2.16 Billion
Q4 2024 Feb 03, 2025	BUY	N/A	7,133 Added 30.69%	30,375 $1.88 Billion
Q3 2024 Oct 30, 2024	BUY	N/A	5,434 Added 30.51%	23,242 $1.42 Billion
Q2 2024 Jul 30, 2024	BUY	N/A	7,000 Added 64.77%	17,808 $1.04 Billion
Q1 2024 May 07, 2024	BUY	N/A	10,808 New	10,808 $605 Million

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