Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$90,683,175
+$19,277,013 QoQ
Shares Held
277,039
+14.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#425
of 5,058 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$58,832
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $181,280,957 across 16 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
277,039 | $90,683,175 | |
| 2 | BAC |
Bank Of America Corp /De/
|
892,594 | $50,860,005 | |
| 3 | C |
Citigroup Inc
|
131,946 | $18,467,161 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
109,486 | $9,047,922 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,689 | $3,570,275 | |
| 6 | BCS |
Barclays PLC
|
50,175 | $1,347,700 | |
| 7 | UBS |
UBS Group AG
|
22,806 | $1,130,265 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
11,859 | $1,127,671 |
All Filings in JPM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,683,175 | 277,039 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $58,832 | 200 | Put | Sole | 2026-04-21 | |
| 2026-03-31 | $71,406,162 | 242,746 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $76,273,017 | 236,711 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $41,766,717 | 132,412 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $126,172 | 400 | Call | Sole | 2025-10-27 | |
| 2025-06-30 | $38,756,908 | 133,686 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $27,932,311 | 113,870 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,076,063 | 104,610 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,595,641 | 92,932 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,445,734 | 86,254 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,758,909 | 63,699 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,603,881 | 68,218 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||