Concurrent Investment Advisors’s JPMorgan Preferred and Income Securities ETF JPRF Stock Holding History

Concurrent Investment Advisors’s Portfolio JPRF Stock Details JPRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$233K	Buy	+4,820	New	+$239K	﹤0.01%	2060

Other funds holding JPRF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return

Concurrent Investment Advisors's JPRF Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in JPMorgan Preferred and Income Securities ETF (JPRF) in Q3 2026: 4,820 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings.

15 funds tracked by Wall St. Rank hold JPRF as of Q3 2026.

Concurrent Investment Advisors held 4,820 shares of JPMorgan Preferred and Income Securities ETF worth $233K as of Q3 2026.
JPMorgan Preferred and Income Securities ETF was a new Concurrent Investment Advisors position in Q3 2026.
JPMorgan Preferred and Income Securities ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2060 holding.
15 funds tracked by Wall St. Rank held JPMorgan Preferred and Income Securities ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.