Concurrent Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,283 shares of JMST stock, worth $421,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,283

Previous 6,374 29.95%

Holding current value

$421,770

Previous $325 Million 30.27%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$50.81 - $51.07 $96,996 - $97,492	1,909 Added 29.95%	8,283 $423 Million
Q1 2025 Apr 29, 2025	SELL	$50.72 - $50.92 $14,759 - $14,817	-291 Reduced 4.37%	6,374 $324 Million
Q4 2024 Feb 03, 2025	BUY	$50.67 - $50.9 $87,963 - $88,362	1,736 Added 35.22%	6,665 $338 Million
Q3 2024 Oct 30, 2024	SELL	$50.61 - $50.96 $1.57 Million - $1.58 Million	-31,004 Reduced 86.28%	4,929 $251 Million
Q2 2024 Jul 30, 2024	BUY	$50.57 - $50.75 $1.4 Million - $1.4 Million	27,596 Added 331.01%	35,933 $1.82 Billion

Q1 2024 May 07, 2024	BUY	$50.62 - $50.84 $90,002 - $90,393	1,778 Added 27.11%	8,337 $423 Million
Q4 2023 Apr 15, 2024	BUY	$50.29 - $50.88 $329,852 - $333,721	6,559 New	6,559 $333 Million

Others Institutions Holding JMST

# of Institutions

556

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Concurrent Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History