Concurrent Investment Advisors, LLC's ownership history for JEPI

Concurrent Investment Advisors, LLC currently holds 164.1K shares with a market value of $9.3M. It started holding JEPI on 2024-09-30. At its peak, it held 164.1K shares on 2026-03-31. Its highest holding value was $9.3M on 2026-03-31. At its lowest, it held 72.4K shares on 2024-09-30, with a value of $4.3M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 3.8K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 51.3K.