Concurrent Investment Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,995 shares of JIRE stock, worth $374,674. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,995
Previous 4,126
21.06%
Holding current value
$374,674
Previous $291 Million
26.06%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
282Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio