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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
2025
Q4 		– Sell
-400
Closed -$126K – 1823
2025
Q3 		$126K Buy
+400
New +$119K ﹤0.01% 1407

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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. 2,568 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.
  • 2,568 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.