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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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Choreo LLC's JCPB Position: Q1 2026 in Review

Choreo LLC held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q1 2026 at 6,352 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Choreo LLC first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. The position peaked at $307K in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Choreo LLC held 6,352 shares of JPMorgan Core Plus Bond ETF worth $299K as of Q1 2026.
  • Choreo LLC left its JPMorgan Core Plus Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1252 holding.
  • Choreo LLC first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's JPMorgan Core Plus Bond ETF position peaked at $307K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.