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Checchi Capital Advisers, LLC: JPM position timeline

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

Checchi Capital Advisers, LLC held 29,988 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 29,988 shares
    Change vs previous 13F -256 shares

    0.62% of the 13F portfolio, value $9,816,061.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 30,244 shares
    Change vs previous 13F +840 shares

    0.61% of the 13F portfolio, value $8,896,490.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 29,404 shares
    Change vs previous 13F -1,082 shares

    0.64% of the 13F portfolio, value $9,474,459.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 30,486 shares
    Change vs previous 13F -2,063 shares

    0.66% of the 13F portfolio, value $9,616,256.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 32,549 shares
    Change vs previous 13F -2,008 shares

    0.66% of the 13F portfolio, value $9,436,329.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 34,557 shares
    Change vs previous 13F -229 shares

    0.6% of the 13F portfolio, value $8,476,812.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 34,786 shares
    Change vs previous 13F -1,353 shares

    0.62% of the 13F portfolio, value $8,338,532.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 36,139 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,620,252.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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