Choreo LLC’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Choreo LLC’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$961K	Sell	7,736 -455	-6%	-$55.1K	0.01%	661
2026 Q1	$938K	Hold	8,191	–	–	0.01%	637
2025 Q4	$898K	Hold	8,191	–	–	0.01%	651
2025 Q3	$888K	Hold	8,191	–	–	0.01%	651
2025 Q2	$849K	Hold	8,191	–	–	0.01%	649
2025 Q1	$824K	Hold	8,191	–	–	0.01%	624
2024 Q4	$839K	Sell	8,191 -706	-8%	-$74.9K	0.01%	648
2024 Q3	$931K	Hold	8,897	–	–	0.01%	597
2024 Q2	$841K	Sell	8,897 -1,030	-10%	-$98.9K	0.01%	585
2024 Q1	$984K	Hold	9,927	–	–	0.03%	278
2023 Q4	$912K	Buy	9,927 +28	+0.3%	+$2.39K	0.02%	282
2023 Q3	$828K	Sell	9,899 -1,194	-11%	-$105K	0.03%	212
2023 Q2	$979K	Sell	11,093 -12,939	-54%	-$1.1M	0.03%	201
2023 Q1	$2.06M	Buy	+24,032	New	+$2.09M	0.07%	148

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Choreo LLC's JPME Position: Q2 2026 in Review

Choreo LLC reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.6% in Q2 2026, selling an estimated $55.1K and leaving 7,736 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #661.

Choreo LLC first reported a position in JPME in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.06M in Q1 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Choreo LLC held 7,736 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $961K as of Q2 2026.
Choreo LLC sold 455 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $55.1K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #661 holding.
Choreo LLC first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
Choreo LLC's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.06M in Q1 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

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