Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$52,092,932
+$3,289,435 QoQ
Shares Held
159,145
-4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#579
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHOREO, LLC holds $209,979,982 across 17 Banks - Diversified names. JPM ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
1,849,644 | $105,392,715 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
159,145 | $52,092,932 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
181,907 | $15,032,794 | |
| 4 | C |
Citigroup Inc
|
71,597 | $10,020,716 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
47,334 | $6,844,969 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
145,115 | $3,636,581 | |
| 7 | UBS |
UBS Group AG
|
69,570 | $3,447,889 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
29,032 | $2,760,652 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,092,932 | 159,145 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $48,803,497 | 165,908 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $53,332,243 | 165,515 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,844,531 | 170,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,248,070 | 173,323 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,592,822 | 169,559 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $42,053,523 | 175,435 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $35,008,242 | 166,026 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,270,662 | 144,718 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,577,838 | 62,795 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,590,443 | 68,139 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,929,287 | 40,886 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,704,447 | 39,222 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,952,692 | 38,007 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,242,017 | 16,719 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,695,826 | 16,228 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,939,819 | 17,226 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,290,448 | 16,802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,543,892 | 16,065 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,253,029 | 13,764 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,217,222 | 14,255 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,729,789 | 11,363 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,347,831 | 10,607 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,360,776 | 14,135 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,361,142 | 14,471 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,526,278 | 16,953 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||