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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
7,317
Previous 7,136 2.54%
Holding current value
$542 Million
Previous $501 Million 8.31%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
181 Added 2.54%
7,317 $542 Million
Q2 2025

Jul 25, 2025
BUY
N/A
2,171 Added 43.73%
7,136 $501 Million
Q1 2025

Apr 29, 2025
BUY
N/A
1,941 Added 64.19%
4,965 $316 Million
Q4 2024

Feb 03, 2025
BUY
N/A
3,024 New
3,024 $203 Million
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