Choreo LLC
JPLD icon

Choreo LLC’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Choreo LLC’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,990
Closed -$304K – 678
2023
Q4 		$304K Sell
5,990
-393
-6% -$19.7K 0.01% 490
2023
Q3 		$319K Buy
+6,383
New +$319K 0.01% 364

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Choreo LLC's JPLD Position: Q1 2024 in Review

Choreo LLC sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2024, closing a stake of 5,990 shares — an estimated $304K sold.

Choreo LLC first reported a position in JPLD in Q3 2023 and held it in 2 quarters. The position peaked at $319K in Q3 2023. 47 funds tracked by Wall St. Rank hold JPLD as of Q1 2024.

  • Choreo LLC reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Choreo LLC sold 5,990 JPMorgan Limited Duration Bond ETF shares in Q1 2024, an estimated $304K.
  • Choreo LLC first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and held it in 2 quarters.
  • Choreo LLC's JPMorgan Limited Duration Bond ETF position peaked at $319K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2024.

Based on Choreo LLC's 13F filing for Q1 2024, filed 2 May 2024.