Choreo LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Choreo LLC’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Buy	8,841 +2,489	+39%	+$117K	﹤0.01%	1107
2026 Q1	$299K	Hold	6,352	–	–	﹤0.01%	1252
2025 Q4	$303K	Hold	6,352	–	–	﹤0.01%	1213
2025 Q3	$302K	Hold	6,352	–	–	﹤0.01%	1221
2025 Q2	$299K	Hold	6,352	–	–	﹤0.01%	1175
2025 Q1	$299K	Hold	6,352	–	–	﹤0.01%	1090
2024 Q4	$294K	Hold	6,352	–	–	﹤0.01%	1199
2024 Q3	$307K	Hold	6,352	–	–	﹤0.01%	1190
2024 Q2	$291K	Buy	+6,352	New	+$292K	﹤0.01%	1113

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Choreo LLC's JCPB Position: Q2 2026 in Review

Choreo LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 39% in Q2 2026, buying an estimated $117K and bringing the position to 8,841 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Choreo LLC first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Choreo LLC held 8,841 shares of JPMorgan Core Plus Bond ETF worth $415K as of Q2 2026.
Choreo LLC bought 2,489 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $117K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1107 holding.
Choreo LLC first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.