JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 236,711 Value ($000) $76,273 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 132,412 Value ($000) $41,767 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 133,686 Value ($000) $38,757 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 113,870 Value ($000) $27,932 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 104,610 Value ($000) $25,076 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 92,932 Value ($000) $19,596 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 86,254 Value ($000) $17,446 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 63,699 Value ($000) $12,759 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 68,218 Value ($000) $11,604 Avg Close $144.89 Range $129.30 - $163.25