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Disclosery

CHOREO, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHOREO, LLC on JPM, newest first. How the timeline and the estimate are built.

CHOREO, LLC held 159,145 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,145 shares
    Change vs previous 13F -6,763 shares

    0.57% of the 13F portfolio, value $52,093,193.

    13F-HR 0001214659-26-009507 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 165,908 shares
    Change vs previous 13F +393 shares

    0.6% of the 13F portfolio, value $48,803,256.

    13F-HR 0001214659-26-006019 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,515 shares
    Change vs previous 13F -5,187 shares

    0.68% of the 13F portfolio, value $53,530,862.

    13F-HR 0001214659-26-000775 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 170,702 shares
    Change vs previous 13F -2,621 shares

    0.7% of the 13F portfolio, value $53,844,116.

    13F-HR 0001214659-25-016169 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 173,323 shares
    Change vs previous 13F +3,764 shares

    0.7% of the 13F portfolio, value $50,247,763.

    13F-HR 0001214659-25-011879 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,559 shares
    Change vs previous 13F -5,876 shares

    0.65% of the 13F portfolio, value $41,592,938.

    13F-HR 0001214659-25-006995 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 175,435 shares
    Change vs previous 13F +9,409 shares

    0.6% of the 13F portfolio, value $42,011,713.

    13F-HR 0001214659-25-001353 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 166,026 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $34,373,990.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).