Choreo LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.1M | Sell |
159,145
-6,763
| -4% | -$2.1M | 0.57% | 36 |
|
|
2026
Q1 | $48.8M | Buy |
165,908
+393
| +0.2% | +$119K | 0.6% | 35 |
|
|
2025
Q4 | $53.5M | Sell |
165,515
-5,187
| -3% | -$1.61M | 0.68% | 32 |
|
|
2025
Q3 | $53.8M | Sell |
170,702
-2,621
| -2% | -$780K | 0.7% | 30 |
|
|
2025
Q2 | $50.2M | Buy |
173,323
+3,764
| +2% | +$961K | 0.7% | 29 |
|
|
2025
Q1 | $41.6M | Sell |
169,559
-5,876
| -3% | -$1.5M | 0.65% | 33 |
|
|
2024
Q4 | $42M | Buy |
175,435
+9,409
| +6% | +$2.19M | 0.6% | 32 |
|
|
2024
Q3 | $34.4M | Buy |
166,026
+21,308
| +15% | +$4.49M | 0.5% | 41 |
|
|
2024
Q2 | $29.7M | Buy |
144,718
+81,923
| +130% | +$16M | 0.5% | 40 |
|
|
2024
Q1 | $12.6M | Sell |
62,795
-5,344
| -8% | -$964K | 0.32% | 59 |
|
|
2023
Q4 | $11.6M | Buy |
68,139
+27,253
| +67% | +$4.13M | 0.31% | 60 |
|
|
2023
Q3 | $5.93M | Buy |
40,886
+1,664
| +4% | +$249K | 0.21% | 70 |
|
|
2023
Q2 | $5.7M | Buy |
39,222
+1,215
| +3% | +$167K | 0.19% | 72 |
|
|
2023
Q1 | $4.95M | Buy |
38,007
+21,288
| +127% | +$2.92M | 0.17% | 81 |
|
|
2022
Q4 | $2.24M | Buy |
16,719
+491
| +3% | +$62.2K | 0.11% | 57 |
|
|
2022
Q3 | $1.7M | Sell |
16,228
-998
| -6% | -$115K | 0.1% | 59 |
|
|
2022
Q2 | $1.94M | Buy |
17,226
+424
| +3% | +$52.5K | 0.11% | 57 |
|
|
2022
Q1 | $2.29M | Buy |
16,802
+737
| +5% | +$109K | 0.12% | 55 |
|
|
2021
Q4 | $2.54M | Buy |
16,065
+2,301
| +17% | +$378K | 0.12% | 51 |
|
|
2021
Q3 | $2.25M | Sell |
13,764
-491
| -3% | -$77K | 0.12% | 53 |
|
|
2021
Q2 | $2.22M | Buy |
14,255
+2,892
| +25% | +$454K | 0.12% | 53 |
|
|
2021
Q1 | $1.73M | Buy |
11,363
+756
| +7% | +$109K | 0.11% | 58 |
|
|
2020
Q4 | $1.35M | Sell |
10,607
-3,528
| -25% | -$394K | 0.1% | 58 |
|
|
2020
Q3 | $1.36M | Sell |
14,135
-336
| -2% | -$33K | 0.11% | 58 |
|
|
2020
Q2 | $1.36M | Sell |
14,471
-2,482
| -15% | -$235K | 0.13% | 57 |
|
|
2020
Q1 | $1.53M | Sell |
16,953
-1,110
| -6% | -$135K | 0.19% | 51 |
|
|
2019
Q4 | $2.52M | Buy |
18,063
+1,199
| +7% | +$154K | 0.25% | 48 |
|
|
2019
Q3 | $1.99M | Sell |
16,864
-3,070
| -15% | -$347K | 0.23% | 47 |
|
|
2019
Q2 | $2.23M | Buy |
19,934
+541
| +3% | +$59.6K | 0.26% | 46 |
|
|
2019
Q1 | $1.96M | Buy |
19,393
+2,260
| +13% | +$233K | 0.24% | 45 |
|
|
2018
Q4 | $1.67M | Buy |
17,133
+691
| +4% | +$73.6K | 0.24% | 47 |
|
|
2018
Q3 | $1.85M | Sell |
16,442
-6,405
| -28% | -$727K | 0.24% | 52 |
|
|
2018
Q2 | $2.38M | Sell |
22,847
-1,587
| -6% | -$174K | 0.32% | 47 |
|
|
2018
Q1 | $2.69M | Sell |
24,434
-14,383
| -37% | -$1.63M | 0.32% | 47 |
|
|
2017
Q4 | $4.15M | Buy |
38,817
+4,239
| +12% | +$429K | 0.5% | 39 |
|
|
2017
Q3 | $3.3M | Buy |
34,578
+5,994
| +21% | +$553K | 0.43% | 44 |
|
|
2017
Q2 | $2.61M | Buy |
+28,584
| New | +$2.47M | 0.37% | 46 |
|
Other funds holding JPM
Choreo LLC's JPM Position: Q2 2026 in Review
Choreo LLC reduced its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, selling an estimated $2.1M and leaving 159,145 shares worth $52.1M. The position accounts for 0.57% of the portfolio, ranked #36.
Choreo LLC first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. The position peaked at $53.8M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Choreo LLC held 159,145 shares of JPMorgan Chase worth $52.1M as of Q2 2026.
- Choreo LLC sold 6,763 JPMorgan Chase shares in Q2 2026, an estimated $2.1M.
- JPMorgan Chase made up 0.57% of Choreo LLC's portfolio in Q2 2026, its #36 holding.
- Choreo LLC first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
- Choreo LLC's JPMorgan Chase position peaked at $53.8M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.