JPMorgan Chase & Co. shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 133k | 315.43 |
| 2025-06-30 | $39M | 134k | 289.91 |
| 2025-03-31 | $28M | 114k | 245.30 |
| 2024-12-31 | $25M | 105k | 239.71 |
| 2024-09-30 | $20M | 93k | 210.86 |
| 2024-06-30 | $17M | 86k | 202.26 |
| 2024-03-31 | $13M | 64k | 200.30 |
| 2023-12-31 | $12M | 68k | 170.10 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors