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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
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

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HighTower Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return