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Concurrent Investment Advisors, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on JEPI, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 216,817 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,817 shares
    Change vs previous 13F +52,719 shares

    0.1% of the 13F portfolio, value $12,245,870.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 164,098 shares
    Change vs previous 13F +2,826 shares

    0.1% of the 13F portfolio, value $9,301,074.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 161,272 shares
    Change vs previous 13F +963 shares

    0.11% of the 13F portfolio, value $9,231,204.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 160,309 shares
    Change vs previous 13F +9,276 shares

    0.16% of the 13F portfolio, value $9,153,659.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,033 shares
    Change vs previous 13F +38,186 shares

    0.17% of the 13F portfolio, value $8,586,211.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 112,847 shares
    Change vs previous 13F +20,156 shares

    0.16% of the 13F portfolio, value $6,448,088.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 92,691 shares
    Change vs previous 13F +20,260 shares

    0.14% of the 13F portfolio, value $5,332,508.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,431 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,310,360.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).