Concurrent Investment Advisors, LLC
Position in JPEF — JPMorgan Equity Focus ETF
CIK 2001015
Tampa, FL
All Filings in JPEF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JPEF | $809,585 | 11,274 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 JPEF | $717,966 | 9,613 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 JPEF | $542,116 | 7,317 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 JPEF | $500,519 | 7,136 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 JPEF | $316,071 | 4,965 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 JPEF | $202,940 | 3,024 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||