CIA
Concurrent Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Buy |
133,686
+19,816
| +17% | +$5.74M | 0.75% | 19 |
|
|
2025
Q1 | $27.9M | Buy |
113,870
+9,260
| +9% | +$2.27M | 0.68% | 24 |
|
|
2024
Q4 | $25.1M | Buy |
104,610
+11,678
| +13% | +$2.8M | 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% | +$4.56M | 0.57% | 38 |
|
|
2024
Q1 | $12.8M | Sell |
63,699
-4,519
| -7% | -$905K | 0.51% | 43 |
|
|
2023
Q4 | $11.6M | Buy |
+68,218
| New | +$11.6M | 0.55% | 41 |
|