J P MORGAN EXCHANGE TRADED F

Ticker: JPEF CUSIP: 46654Q781 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 9,613 Value ($000) $718 Avg Close — Range —
Q3 2025
Shares 7,317 Value ($000) $542 Avg Close — Range —
Q2 2025
Shares 7,136 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 4,965 Value ($000) $316 Avg Close — Range —
Q4 2024
Shares 3,024 Value ($000) $203 Avg Close — Range —