Concurrent Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 107,864 shares of JCPB stock, worth $5.11 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
107,864
Previous 98,963
8.99%
Holding current value
$5.11 Million
Previous $4.66 Billion
10.13%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding JCPB
# of Institutions
417Shares Held
150MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio