CL
JPIE icon

Choreo LLC’s JPMorgan Income ETF JPIE Stock Holding History

Choreo LLC’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.49M Sell
119,274
-122,569
-51% -$5.64M 0.06% 216
2026
Q1 		$11.1M Buy
241,843
+76,855
+47% +$3.56M 0.14% 113
2025
Q4 		$7.68M Buy
164,988
+159,448
+2,878% +$7.39M 0.1% 136
2025
Q3 		$257K Hold
5,540
– – ﹤0.01% 1320
2025
Q2 		$257K Hold
5,540
– – ﹤0.01% 1271
2025
Q1 		$255K Hold
5,540
– – ﹤0.01% 1188
2024
Q4 		$254K Hold
5,540
– – ﹤0.01% 1273
2024
Q3 		$258K Hold
5,540
– – ﹤0.01% 1299
2024
Q2 		$250K Buy
+5,540
New +$250K ﹤0.01% 1195

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Choreo LLC's JPIE Position: Q2 2026 in Review

Choreo LLC reduced its JPMorgan Income ETF (JPIE) stake by 51% in Q2 2026, selling an estimated $5.64M and leaving 119,274 shares worth $5.49M. The position accounts for 0.06% of the portfolio, ranked #216.

Choreo LLC first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.1M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Choreo LLC held 119,274 shares of JPMorgan Income ETF worth $5.49M as of Q2 2026.
  • Choreo LLC sold 122,569 JPMorgan Income ETF shares in Q2 2026, an estimated $5.64M.
  • JPMorgan Income ETF made up 0.06% of Choreo LLC's portfolio in Q2 2026, its #216 holding.
  • Choreo LLC first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's JPMorgan Income ETF position peaked at $11.1M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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