Concurrent Investment Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,953 shares of JPUS stock, worth $2.58 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,953Holding current value
$2.58 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding JPUS
# of Institutions
89Shares Held
3MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.8 Million9.47% of portfolio
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St Germain D J CO Inc Springfield, MA445KShares$52.3 Million2.38% of portfolio
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Modera Wealth Management, LLC320KShares$37.7 Million0.49% of portfolio
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Captrust Financial Advisors Raleigh, NC213KShares$25.1 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$24.9 Million0.0% of portfolio