Concurrent Investment Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 144,833 shares of JAVA stock, worth $10.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

144,833

Previous 68,363 111.86%

Holding current value

$10.1 Million

Previous $4.71 Billion 120.34%

% of portfolio

0.12%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$67.15 - $70.77 $5.13 Million - $5.41 Million	76,470 Added 111.86%	144,833 $10.4 Billion
Q3 2025 Oct 27, 2025	BUY	$64.75 - $69.05 $2.13 Million - $2.27 Million	32,868 Added 92.6%	68,363 $4.71 Billion
Q2 2025 Jul 25, 2025	BUY	$56.84 - $65.5 $1.7 Million - $1.96 Million	29,898 Added 534.18%	35,495 $2.32 Billion
Q1 2025 Apr 29, 2025	BUY	$61.9 - $66.89 $50,077 - $54,114	809 Added 16.9%	5,597 $355 Million
Q4 2024 Feb 03, 2025	BUY	$63.01 - $68.55 $92,183 - $100,288	1,463 Added 44.0%	4,788 $303 Million

Q3 2024 Oct 30, 2024	BUY	$58.75 - $64.07 $195,343 - $213,032	3,325 New	3,325 $213 Million

Others Institutions Holding JAVA

# of Institutions

252

Shares Held

61.8M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History