Concurrent Investment Advisors, LLC's ownership history for JEPQ

Concurrent Investment Advisors, LLC currently holds 106.5K shares with a market value of $5.9M. It started holding JEPQ on 2024-09-30. At its peak, it held 106.5K shares on 2026-03-31. Its highest holding value was $5.9M on 2026-03-31. At its lowest, it held 12.6K shares on 2024-09-30, with a value of $693.7K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 23.3K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 64.0K.