Concurrent Investment Advisors, LLC Jpmorgan Diversified Return Us Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$114.05 - $123.77 $2.5 Million - $2.72 Million	21,953 New	21,953 $2.51 Billion

Others Institutions Holding JPUS

# of Institutions

94

Shares Held

2.41M

Call Options Held

0

Put Options Held

0

Modera Wealth Management, LLC

277K
Shares

$33.1 Million
0.41% of portfolio
Bank Of America Corp Charlotte, NC

266K
Shares

$31.7 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

257K
Shares

$30.7 Million
1.36% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$25.5 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$23.6 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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