J P MORGAN EXCHANGE TRADED F

Ticker: JMEE CUSIP: 46641Q118 Class: SMALL & MID CAP

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

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

Q4 2025
Shares 47,448 Value ($000) $3,055 Avg Close — Range —
Q3 2025
Shares 36,586 Value ($000) $2,321 Avg Close — Range —
Q2 2025
Shares 32,626 Value ($000) $1,932 Avg Close — Range —
Q1 2025
Shares 20,482 Value ($000) $1,147 Avg Close — Range —
Q4 2024
Shares 13,353 Value ($000) $807 Avg Close — Range —
Q3 2024
Shares 10,116 Value ($000) $617 Avg Close — Range —
Q2 2024
Shares 10,490 Value ($000) $594 Avg Close — Range —
Q1 2024
Shares 11,708 Value ($000) $685 Avg Close — Range —
Q4 2023
Shares 11,592 Value ($000) $623 Avg Close — Range —