Choreo LLC’s JPMorgan Chase JPM Stock Holding History

Choreo LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$50.2M	Buy	173,323 +3,764	+2%	+$1.09M	0.7%	29
2025 Q1	$41.6M	Sell	169,559 -5,876	-3%	-$1.44M	0.65%	33
2024 Q4	$42M	Buy	175,435 +9,409	+6%	+$2.25M	0.6%	32
2024 Q3	$34.4M	Buy	166,026 +21,308	+15%	+$4.41M	0.5%	41
2024 Q2	$29.7M	Buy	144,718 +81,923	+130%	+$16.8M	0.5%	40
2024 Q1	$12.6M	Sell	62,795 -5,344	-8%	-$1.07M	0.32%	59
2023 Q4	$11.6M	Buy	68,139 +27,253	+67%	+$4.64M	0.31%	60
2023 Q3	$5.93M	Buy	40,886 +1,664	+4%	+$241K	0.21%	70
2023 Q2	$5.7M	Buy	39,222 +1,215	+3%	+$177K	0.19%	72
2023 Q1	$4.95M	Buy	38,007 +21,288	+127%	+$2.77M	0.17%	81
2022 Q4	$2.24M	Buy	16,719 +491	+3%	+$65.8K	0.11%	57
2022 Q3	$1.7M	Sell	16,228 -998	-6%	-$104K	0.1%	59
2022 Q2	$1.94M	Buy	17,226 +424	+3%	+$47.8K	0.11%	57
2022 Q1	$2.29M	Buy	16,802 +737	+5%	+$100K	0.12%	55
2021 Q4	$2.54M	Buy	16,065 +2,301	+17%	+$364K	0.12%	51
2021 Q3	$2.25M	Sell	13,764 -491	-3%	-$80.4K	0.12%	53
2021 Q2	$2.22M	Buy	14,255 +2,892	+25%	+$450K	0.12%	53
2021 Q1	$1.73M	Buy	11,363 +756	+7%	+$115K	0.11%	58
2020 Q4	$1.35M	Sell	10,607 -3,528	-25%	-$448K	0.1%	58
2020 Q3	$1.36M	Sell	14,135 -336	-2%	-$32.4K	0.11%	58
2020 Q2	$1.36M	Sell	14,471 -2,482	-15%	-$233K	0.13%	57
2020 Q1	$1.53M	Sell	16,953 -1,110	-6%	-$99.9K	0.19%	51
2019 Q4	$2.52M	Buy	18,063 +1,199	+7%	+$167K	0.25%	48
2019 Q3	$1.99M	Sell	16,864 -3,070	-15%	-$361K	0.23%	47
2019 Q2	$2.23M	Buy	19,934 +541	+3%	+$60.5K	0.26%	46
2019 Q1	$1.96M	Buy	19,393 +2,260	+13%	+$229K	0.24%	45
2018 Q4	$1.67M	Buy	17,133 +691	+4%	+$67.5K	0.24%	47
2018 Q3	$1.86M	Sell	16,442 -6,405	-28%	-$723K	0.24%	52
2018 Q2	$2.38M	Sell	22,847 -1,587	-6%	-$165K	0.32%	47
2018 Q1	$2.69M	Sell	24,434 -14,383	-37%	-$1.58M	0.32%	47
2017 Q4	$4.15M	Buy	38,817 +4,239	+12%	+$453K	0.5%	39
2017 Q3	$3.3M	Buy	34,578 +5,994	+21%	+$573K	0.43%	44
2017 Q2	$2.61M	Buy	+28,584	New	+$2.61M	0.37%	46