Back to JPM-PM
Concurrent Investment Advisors, LLC → JPM-PM
Concurrent Investment Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
104
Latest value
$7.9M
Q3 2026
Peak value
$95.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $126K |
| Q3 2025 | $41.8M |
| Q3 2025 | $367K |
| Q3 2025 | $635K |
| Q3 2025 | $9.2M |
| Q3 2025 | $423K |
| Q3 2025 | $5.1M |
| Q3 2025 | $373K |
| Q3 2025 | $4.9M |
| Q3 2025 | $4.8M |
| Q3 2025 | $427K |
| Q4 2025 | $67.5M |
| Q4 2025 | $8.8M |
| Q4 2025 | $15K |
| Q4 2025 | $400K |
| Q4 2025 | $972K |
| Q4 2025 | $2K |
| Q4 2025 | $8.9M |
| Q4 2025 | $299K |
| Q4 2025 | $275K |
| Q4 2025 | $85K |
| Q4 2025 | $249K |
| Q4 2025 | $337K |
| Q4 2025 | $5.8M |
| Q4 2025 | $39K |
| Q4 2025 | $497K |
| Q4 2025 | $865K |
| Q4 2025 | $7.2M |
| Q4 2025 | $37K |
| Q4 2025 | $156K |
| Q4 2025 | $5.2M |
| Q4 2025 | $270K |
| Q4 2025 | $419K |
| Q1 2026 | $62M |
| Q1 2026 | $59K |
| Q1 2026 | $9.4M |
| Q1 2026 | $432K |
| Q1 2026 | $2K |
| Q1 2026 | $2K |
| Q1 2026 | $1.5M |
| Q1 2026 | $109K |
| Q1 2026 | $100K |
| Q1 2026 | $265K |
| Q1 2026 | $9M |
| Q1 2026 | $118K |
| Q1 2026 | $1.3M |
| Q1 2026 | $279K |
| Q1 2026 | $1.3M |
| Q1 2026 | $39K |
| Q1 2026 | $7.1M |
| Q1 2026 | $353K |
| Q1 2026 | $526K |
| Q1 2026 | $17K |
| Q1 2026 | $7.9M |
| Q1 2026 | $5.6M |
| Q1 2026 | $281K |
| Q1 2026 | $725K |
| Q1 2026 | $358K |
| Q1 2026 | $2.2M |
| Q2 2026 | $76.5M |
| Q2 2026 | $14.2M |
| Q2 2026 | $469K |
| Q2 2026 | $2K |
| Q2 2026 | $2M |
| Q2 2026 | $5K |
| Q2 2026 | $157K |
| Q2 2026 | $168K |
| Q2 2026 | $373K |
| Q2 2026 | $11.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $107K |
| Q2 2026 | $1.3M |
| Q2 2026 | $288K |
| Q2 2026 | $7.5M |
| Q2 2026 | $39K |
| Q2 2026 | $419K |
| Q2 2026 | $592K |
| Q2 2026 | $68K |
| Q2 2026 | $8.6M |
| Q2 2026 | $9.2M |
| Q2 2026 | $459K |
| Q2 2026 | $889K |
| Q2 2026 | $22K |
| Q2 2026 | $460K |
| Q2 2026 | $4.5M |
| Q3 2026 | $13.9M |
| Q3 2026 | $95.9M |
| Q3 2026 | $686K |
| Q3 2026 | $2.6M |
| Q3 2026 | $264K |
| Q3 2026 | $1.2M |
| Q3 2026 | $127K |
| Q3 2026 | $16.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $53K |
| Q3 2026 | $370K |
| Q3 2026 | $31.3M |
| Q3 2026 | $8M |
| Q3 2026 | $15.9M |
| Q3 2026 | $14.3M |
| Q3 2026 | $15K |
| Q3 2026 | $967K |
| Q3 2026 | $406K |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 83.4K | — | — |
| Q3 2026 | $406K | 3.9K | — | — |
| Q3 2026 | $967K | 10.0K | — | — |
| Q3 2026 | $15K | 243 | — | — |
| Q3 2026 | $14.3M | 233.5K | — | — |
| Q3 2026 | $15.9M | 316.4K | — | — |
| Q3 2026 | $8M | 108.2K | — | — |
| Q3 2026 | $31.3M | 698.9K | — | — |
| Q3 2026 | $370K | 7.3K | — | — |
| Q3 2026 | $53K | 1.1K | — | — |
| Q3 2026 | $2.6M | 53.7K | — | — |
| Q3 2026 | $16.3M | 289.3K | — | — |
| Q3 2026 | $127K | 2.3K | — | — |
| Q3 2026 | $1.2M | 15.4K | — | — |
| Q3 2026 | $264K | 3.5K | — | — |
| Q3 2026 | $2.6M | 57.6K | — | — |
| Q3 2026 | $686K | 8.3K | — | — |
| Q3 2026 | $95.9M | 289.7K | — | — |
| Q3 2026 | $13.9M | 42.1K | — | — |
| Q2 2026 | $4.5M | 49.0K | — | — |
| Q2 2026 | $460K | 4.1K | — | — |
| Q2 2026 | $22K | 200 | — | — |
| Q2 2026 | $889K | 9.0K | — | — |
| Q2 2026 | $459K | 7.5K | — | — |
| Q2 2026 | $9.2M | 149.0K | — | — |
| Q2 2026 | $8.6M | 169.2K | — | — |
| Q2 2026 | $68K | 1.4K | — | — |
| Q2 2026 | $592K | 8.2K | — | — |
| Q2 2026 | $419K | 5.8K | — | — |
| Q2 2026 | $39K | 828 | — | — |
| Q2 2026 | $7.5M | 159.3K | — | — |
| Q2 2026 | $288K | 5.7K | — | — |
| Q2 2026 | $1.3M | 25.8K | — | — |
| Q2 2026 | $107K | 2.1K | — | — |
| Q2 2026 | $1.3M | 25.6K | — | — |
| Q2 2026 | $11.9M | 210.2K | — | — |
| Q2 2026 | $373K | 6.6K | — | — |
| Q2 2026 | $168K | 1.9K | — | — |
| Q2 2026 | $157K | 1.8K | — | — |
| Q2 2026 | $5K | 102 | — | — |
| Q2 2026 | $2M | 42.7K | — | — |
| Q2 2026 | $2K | 30 | — | — |
| Q2 2026 | $469K | 5.7K | — | — |
| Q2 2026 | $14.2M | 43.3K | — | — |
| Q2 2026 | $76.5M | 233.8K | — | — |
| Q1 2026 | $2.2M | 25.8K | — | — |
| Q1 2026 | $358K | 4.5K | — | — |
| Q1 2026 | $725K | 8.6K | — | — |
| Q1 2026 | $281K | 5.1K | — | — |
| Q1 2026 | $5.6M | 101.5K | — | — |
| Q1 2026 | $7.9M | 156.5K | — | — |
| Q1 2026 | $17K | 329 | — | — |
| Q1 2026 | $526K | 8.6K | — | — |
| Q1 2026 | $353K | 5.8K | — | — |
| Q1 2026 | $7.1M | 151.4K | — | — |
| Q1 2026 | $39K | 829 | — | — |
| Q1 2026 | $1.3M | 25.3K | — | — |
| Q1 2026 | $279K | 5.5K | — | — |
| Q1 2026 | $1.3M | 25.7K | — | — |
| Q1 2026 | $118K | 2.4K | — | — |
| Q1 2026 | $9M | 159.4K | — | — |
| Q1 2026 | $265K | 4.7K | — | — |
| Q1 2026 | $100K | 1.3K | — | — |
| Q1 2026 | $109K | 1.5K | — | — |
| Q1 2026 | $1.5M | 32.2K | — | — |
| Q1 2026 | $2K | 52 | — | — |
| Q1 2026 | $2K | 30 | — | — |
| Q1 2026 | $432K | 5.7K | — | — |
| Q1 2026 | $9.4M | 32.0K | — | — |
| Q1 2026 | $59K | 200 | — | — |
| Q1 2026 | $62M | 210.7K | — | — |
| Q4 2025 | $419K | 4.6K | — | — |
| Q4 2025 | $270K | 2.9K | — | — |
| Q4 2025 | $5.2M | 88.7K | — | — |
| Q4 2025 | $156K | 2.7K | — | — |
| Q4 2025 | $37K | 729 | — | — |
| Q4 2025 | $7.2M | 143.1K | — | — |
| Q4 2025 | $865K | 13.7K | — | — |
| Q4 2025 | $497K | 7.9K | — | — |
| Q4 2025 | $39K | 818 | — | — |
| Q4 2025 | $5.8M | 122.1K | — | — |
| Q4 2025 | $337K | 6.6K | — | — |
| Q4 2025 | $249K | 4.9K | — | — |
| Q4 2025 | $85K | 1.7K | — | — |
| Q4 2025 | $275K | 5.5K | — | — |
| Q4 2025 | $299K | 5.2K | — | — |
| Q4 2025 | $8.9M | 156.0K | — | — |
| Q4 2025 | $2K | 52 | — | — |
| Q4 2025 | $972K | 21.0K | — | — |
| Q4 2025 | $400K | 5.3K | — | — |
| Q4 2025 | $15K | 198 | — | — |
| Q4 2025 | $8.8M | 27.2K | — | — |
| Q4 2025 | $67.5M | 209.5K | — | — |
| Q3 2025 | $427K | 4.6K | — | — |
| Q3 2025 | $4.8M | 83.3K | — | — |
| Q3 2025 | $4.9M | 96.8K | — | — |
| Q3 2025 | $373K | 5.9K | — | — |
| Q3 2025 | $5.1M | 107.9K | — | — |
| Q3 2025 | $423K | 8.3K | — | — |
| Q3 2025 | $9.2M | 160.3K | — | — |
| Q3 2025 | $635K | 13.7K | — | — |
| Q3 2025 | $367K | 5.0K | — | — |
| Q3 2025 | $41.8M | 132.4K | — | — |
| Q3 2025 | $126K | 400 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B