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Concurrent Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Concurrent Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.7M Buy
277,039
+34,293
+14% +$10.6M 0.77% 17
2026
Q1 		$71.4M Buy
242,746
+6,035
+3% +$1.83M 0.78% 17
2025
Q4 		$76.3M Buy
236,711
+104,299
+79% +$32.3M 0.87% 14
2025
Q3 		$41.8M Sell
132,412
-1,274
-1% -$379K 0.72% 19
2025
Q2 		$38.8M Buy
133,686
+19,816
+17% +$5.06M 0.75% 19
2025
Q1 		$27.9M Buy
113,870
+9,260
+9% +$2.36M 0.68% 24
2024
Q4 		$25.1M Buy
104,610
+11,678
+13% +$2.72M 0.68% 29
2024
Q3 		$19.6M Buy
92,932
+6,678
+8% +$1.41M 0.58% 31
2024
Q2 		$17.4M Buy
86,254
+22,555
+35% +$4.41M 0.57% 38
2024
Q1 		$12.8M Sell
63,699
-4,519
-7% -$815K 0.51% 44
2023
Q4 		$11.6M Buy
+68,218
New +$10.3M 0.55% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Concurrent Investment Advisors's JPM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $10.6M and bringing the position to 277,039 shares worth $90.7M. The position accounts for 0.77% of the portfolio, ranked #17.

Concurrent Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Concurrent Investment Advisors held 277,039 shares of JPMorgan Chase worth $90.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 34,293 JPMorgan Chase shares in Q2 2026, an estimated $10.6M.
  • JPMorgan Chase made up 0.77% of Concurrent Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.