CCA
Checchi Capital Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Sell |
32,549
-2,008
| -6% | -$582K | 0.53% | 40 |
|
|
2025
Q1 | $8.48M | Sell |
34,557
-229
| -0.7% | -$56.2K | 0.45% | 46 |
|
|
2024
Q4 | $8.34M | Sell |
34,786
-1,353
| -4% | -$324K | 0.49% | 46 |
|
|
2024
Q3 | $7.62M | Sell |
36,139
-2,611
| -7% | -$551K | 0.43% | 49 |
|
|
2024
Q2 | $7.84M | Buy |
38,750
+231
| +0.6% | +$46.7K | 0.39% | 46 |
|
|
2024
Q1 | $7.72M | Buy |
38,519
+288
| +0.8% | +$57.7K | 0.6% | 48 |
|
|
2023
Q4 | $6.5M | Buy |
38,231
+143
| +0.4% | +$24.3K | 0.53% | 55 |
|
|
2023
Q3 | $5.52M | Sell |
38,088
-1,359
| -3% | -$197K | 0.51% | 52 |
|
|
2023
Q2 | $5.74M | Buy |
39,447
+1,652
| +4% | +$240K | 0.51% | 56 |
|
|
2023
Q1 | $4.93M | Sell |
37,795
-679
| -2% | -$88.5K | 0.48% | 54 |
|
|
2022
Q4 | $5.16M | Buy |
38,474
+936
| +2% | +$126K | 0.54% | 53 |
|
|
2022
Q3 | $3.92M | Sell |
37,538
-1,274
| -3% | -$133K | 0.37% | 61 |
|
|
2022
Q2 | $4.48M | Buy |
38,812
+1,003
| +3% | +$116K | 0.39% | 54 |
|
|
2022
Q1 | $5.15M | Sell |
37,809
-28
| -0.1% | -$3.82K | 0.44% | 47 |
|
|
2021
Q4 | $5.99M | Buy |
37,837
+2,343
| +7% | +$371K | 0.53% | 36 |
|
|
2021
Q3 | $5.81M | Buy |
35,494
+6,248
| +21% | +$1.02M | 0.58% | 31 |
|
|
2021
Q2 | $4.55M | Sell |
29,246
-1,077
| -4% | -$168K | 0.45% | 40 |
|
|
2021
Q1 | $4.62M | Sell |
30,323
-3,828
| -11% | -$583K | 0.46% | 36 |
|
|
2020
Q4 | $4.34M | Buy |
34,151
+1,830
| +6% | +$233K | 0.45% | 37 |
|
|
2020
Q3 | $3.11M | Sell |
32,321
-1,712
| -5% | -$165K | 0.35% | 43 |
|
|
2020
Q2 | $3.2M | Buy |
34,033
+218
| +0.6% | +$20.5K | 0.38% | 31 |
|
|
2020
Q1 | $3.04M | Sell |
33,815
-672
| -2% | -$60.5K | 0.29% | 30 |
|
|
2019
Q4 | $4.81M | Buy |
34,487
+917
| +3% | +$128K | 0.64% | 17 |
|
|
2019
Q3 | $3.95M | Sell |
33,570
-1,155
| -3% | -$136K | 0.51% | 20 |
|
|
2019
Q2 | $3.88M | Sell |
34,725
-319
| -0.9% | -$35.7K | 0.49% | 21 |
|
|
2019
Q1 | $3.55M | Sell |
35,044
-813
| -2% | -$82.3K | 0.41% | 23 |
|
|
2018
Q4 | $3.5M | Sell |
35,857
-4,804
| -12% | -$469K | 0.45% | 20 |
|
|
2018
Q3 | $4.59M | Buy |
40,661
+4,068
| +11% | +$459K | 0.53% | 13 |
|
|
2018
Q2 | $3.81M | Buy |
36,593
+1,028
| +3% | +$107K | 0.48% | 17 |
|
|
2018
Q1 | $3.91M | Buy |
35,565
+255
| +0.7% | +$28K | 0.52% | 17 |
|
|
2017
Q4 | $3.78M | Buy |
35,310
+3,266
| +10% | +$349K | 0.51% | 17 |
|
|
2017
Q3 | $3.06M | Buy |
32,044
+35
| +0.1% | +$3.34K | 0.31% | 19 |
|
|
2017
Q2 | $2.93M | Sell |
32,009
-1,768
| -5% | -$162K | 0.32% | 21 |
|
|
2017
Q1 | $2.97M | Sell |
33,777
-3,705
| -10% | -$325K | 0.34% | 22 |
|
|
2016
Q4 | $3.23M | Buy |
37,482
+2,770
| +8% | +$239K | 0.44% | 15 |
|
|
2016
Q3 | $2.31M | Buy |
34,712
+650
| +2% | +$43.3K | 0.26% | 28 |
|
|
2016
Q2 | $2.12M | Sell |
34,062
-1,542
| -4% | -$95.8K | 0.24% | 27 |
|
|
2016
Q1 | $2.11M | Buy |
35,604
+2,652
| +8% | +$157K | 0.47% | 28 |
|
|
2015
Q4 | $2.18M | Buy |
32,952
+1,497
| +5% | +$98.9K | 0.55% | 22 |
|
|
2015
Q3 | $1.92M | Buy |
31,455
+2,259
| +8% | +$138K | 0.52% | 30 |
|
|
2015
Q2 | $1.98M | Buy |
29,196
+1,137
| +4% | +$77K | 0.52% | 36 |
|
|
2015
Q1 | $1.7M | Sell |
28,059
-501
| -2% | -$30.4K | 0.5% | 39 |
|
|
2014
Q4 | $1.79M | Buy |
28,560
+7,488
| +36% | +$469K | 0.67% | 35 |
|
|
2014
Q3 | $1.27M | Buy |
21,072
+4,938
| +31% | +$297K | 0.52% | 46 |
|
|
2014
Q2 | $930K | Buy |
16,134
+4,046
| +33% | +$233K | 0.42% | 53 |
|
|
2014
Q1 | $734K | Buy |
12,088
+2,469
| +26% | +$150K | 0.45% | 52 |
|
|
2013
Q4 | $563K | Buy |
+9,619
| New | +$563K | 0.44% | 46 |
|