Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,815,972
+$919,397 QoQ
Shares Held
29,988
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,468
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. JPM ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,815,972 | 29,988 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,896,575 | 30,244 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,474,556 | 29,404 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,616,198 | 30,486 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,436,280 | 32,549 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,476,832 | 34,557 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,338,552 | 34,786 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,620,269 | 36,139 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,837,575 | 38,750 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,715,355 | 38,519 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,503,093 | 38,231 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,523,521 | 38,088 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,737,171 | 39,447 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,925,066 | 37,795 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,159,363 | 38,474 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,922,721 | 37,538 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,370,619 | 38,812 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,154,122 | 37,809 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,991,488 | 37,837 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,810,012 | 35,494 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,548,922 | 29,246 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,616,070 | 30,323 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,339,567 | 34,151 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,111,542 | 32,321 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,201,143 | 34,033 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,044,364 | 33,815 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||