Checchi Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Checchi Capital Advisers’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.82M	Sell	29,988 -256	-0.8%	-$79.5K	0.44%	50
2026 Q1	$8.9M	Buy	30,244 +840	+3%	+$255K	0.45%	53
2025 Q4	$9.47M	Sell	29,404 -1,082	-4%	-$335K	0.48%	48
2025 Q3	$9.62M	Sell	30,486 -2,063	-6%	-$614K	0.5%	44
2025 Q2	$9.44M	Sell	32,549 -2,008	-6%	-$512K	0.53%	43
2025 Q1	$8.48M	Sell	34,557 -229	-0.7%	-$58.4K	0.45%	49
2024 Q4	$8.34M	Sell	34,786 -1,353	-4%	-$315K	0.49%	49
2024 Q3	$7.62M	Sell	36,139 -2,611	-7%	-$550K	0.43%	52
2024 Q2	$7.84M	Buy	38,750 +231	+0.6%	+$45.2K	0.39%	49
2024 Q1	$7.72M	Buy	38,519 +288	+0.8%	+$52K	0.6%	48
2023 Q4	$6.5M	Buy	38,231 +143	+0.4%	+$21.7K	0.53%	55
2023 Q3	$5.52M	Sell	38,088 -1,359	-3%	-$204K	0.51%	52
2023 Q2	$5.74M	Buy	39,447 +1,652	+4%	+$227K	0.51%	56
2023 Q1	$4.93M	Sell	37,795 -679	-2%	-$93K	0.48%	54
2022 Q4	$5.16M	Buy	38,474 +936	+2%	+$119K	0.54%	53
2022 Q3	$3.92M	Sell	37,538 -1,274	-3%	-$146K	0.37%	64
2022 Q2	$4.48M	Buy	38,812 +1,003	+3%	+$124K	0.39%	56
2022 Q1	$5.15M	Sell	37,809 -28	-0.1%	-$4.13K	0.44%	49
2021 Q4	$5.99M	Buy	37,837 +2,343	+7%	+$385K	0.53%	39
2021 Q3	$5.81M	Buy	35,494 +6,248	+21%	+$980K	0.58%	34
2021 Q2	$4.55M	Sell	29,246 -1,077	-4%	-$169K	0.45%	43
2021 Q1	$4.62M	Sell	30,323 -3,828	-11%	-$551K	0.46%	38
2020 Q4	$4.34M	Buy	34,151 +1,830	+6%	+$205K	0.45%	40
2020 Q3	$3.11M	Sell	32,321 -1,712	-5%	-$168K	0.35%	47
2020 Q2	$3.2M	Buy	34,033 +218	+0.6%	+$20.7K	0.38%	37
2020 Q1	$3.04M	Sell	33,815 -672	-2%	-$81.6K	0.29%	36
2019 Q4	$4.81M	Buy	34,487 +917	+3%	+$118K	0.64%	22
2019 Q3	$3.95M	Sell	33,570 -1,155	-3%	-$131K	0.51%	27
2019 Q2	$3.88M	Sell	34,725 -319	-0.9%	-$35.2K	0.49%	26
2019 Q1	$3.55M	Sell	35,044 -813	-2%	-$83.8K	0.41%	30
2018 Q4	$3.5M	Sell	35,857 -4,804	-12%	-$512K	0.45%	26
2018 Q3	$4.59M	Buy	40,661 +4,068	+11%	+$462K	0.53%	19
2018 Q2	$3.81M	Buy	36,593 +1,028	+3%	+$113K	0.48%	23
2018 Q1	$3.91M	Buy	35,565 +255	+0.7%	+$28.9K	0.52%	22
2017 Q4	$3.78M	Buy	35,310 +3,266	+10%	+$331K	0.51%	23
2017 Q3	$3.06M	Buy	32,044 +35	+0.1%	+$3.23K	0.31%	27
2017 Q2	$2.93M	Sell	32,009 -1,768	-5%	-$153K	0.32%	28
2017 Q1	$2.97M	Sell	33,777 -3,705	-10%	-$327K	0.34%	29
2016 Q4	$3.23M	Buy	37,482 +2,770	+8%	+$211K	0.44%	20
2016 Q3	$2.31M	Buy	34,712 +650	+2%	+$42.4K	0.26%	37
2016 Q2	$2.12M	Sell	34,062 -1,542	-4%	-$96.3K	0.24%	36
2016 Q1	$2.11M	Buy	35,604 +2,652	+8%	+$155K	0.47%	35
2015 Q4	$2.18M	Buy	32,952 +1,497	+5%	+$97.5K	0.55%	25
2015 Q3	$1.92M	Buy	31,455 +2,259	+8%	+$148K	0.52%	35
2015 Q2	$1.98M	Buy	29,196 +1,137	+4%	+$74.2K	0.52%	39
2015 Q1	$1.7M	Sell	28,059 -501	-2%	-$29.7K	0.5%	43
2014 Q4	$1.79M	Buy	28,560 +7,488	+36%	+$451K	0.67%	35
2014 Q3	$1.27M	Buy	21,072 +4,938	+31%	+$289K	0.52%	46
2014 Q2	$930K	Buy	16,134 +4,046	+33%	+$227K	0.42%	53
2014 Q1	$734K	Buy	12,088 +2,469	+26%	+$143K	0.45%	52
2013 Q4	$563K	Buy	+9,619	New	+$527K	0.44%	46

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Checchi Capital Advisers's JPM Position: Q2 2026 in Review

Checchi Capital Advisers reduced its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, selling an estimated $79.5K and leaving 29,988 shares worth $9.82M. The position accounts for 0.44% of the portfolio, ranked #50.

Checchi Capital Advisers first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Checchi Capital Advisers held 29,988 shares of JPMorgan Chase worth $9.82M as of Q2 2026.
Checchi Capital Advisers sold 256 JPMorgan Chase shares in Q2 2026, an estimated $79.5K.
JPMorgan Chase made up 0.44% of Checchi Capital Advisers's portfolio in Q2 2026, its #50 holding.
Checchi Capital Advisers first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.