Checchi Capital Advisers, LLC Jpmorgan Chase & CO Transaction History

Checchi Capital Advisers, LLC

$1.78 Billion
Q3 2024

A detailed history of Checchi Capital Advisers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 36,139 shares of JPM stock, worth $9.03 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

36,139

Previous 38,750 6.74%

Holding current value

$9.03 Million

Previous $7.84 Million 2.81%

% of portfolio

0.43%

Previous 0.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $508,883 - $586,952	-2,611 Reduced 6.74%	36,139 $7.62 Million
Q2 2024 Jul 26, 2024	BUY	$180.08 - $204.79 $41,598 - $47,306	231 Added 0.6%	38,750 $7.84 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $48,121 - $57,686	288 Added 0.75%	38,519 $7.72 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $19,403 - $24,352	143 Added 0.38%	38,231 $6.5 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $194,622 - $214,722	-1,359 Reduced 3.45%	38,088 $5.52 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $210,580 - $240,266	1,652 Added 4.37%	39,447 $5.74 Million
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $84,813 - $97,640	-679 Reduced 1.76%	37,795 $4.93 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $95,434 - $129,018	936 Added 2.49%	38,474 $5.16 Million
Q3 2022 Nov 09, 2022	SELL	$20.73 - $120.58 $26,410 - $153,618	-1,274 Reduced 3.28%	37,538 $3.92 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $112,947 - $136,317	1,003 Added 2.65%	38,812 $4.48 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $3,592 - $4,716	-28 Reduced 0.07%	37,809 $5.15 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $360,681 - $402,480	2,343 Added 6.6%	37,837 $5.99 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $918,268 - $1.04 Million	6,248 Added 21.36%	35,494 $5.81 Million
Q2 2021 Aug 06, 2021	SELL	$147.37 - $166.44 $158,717 - $179,255	-1,077 Reduced 3.55%	29,246 $4.55 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $480,988 - $603,484	-3,828 Reduced 11.21%	30,323 $4.62 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $176,668 - $232,538	1,830 Added 5.66%	34,151 $4.34 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $156,271 - $177,739	-1,712 Reduced 5.03%	32,321 $3.11 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $18,318 - $24,732	218 Added 0.64%	34,033 $3.2 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $53,108 - $94,812	-672 Reduced 1.95%	33,815 $3.04 Million
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $102,538 - $127,829	917 Added 2.73%	34,487 $4.81 Million
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $121,044 - $138,865	-1,155 Reduced 3.33%	33,570 $3.95 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $33,380 - $37,042	-319 Reduced 0.91%	34,725 $3.88 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $78,950 - $87,145	-813 Reduced 2.27%	35,044 $3.55 Million
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $442,640 - $553,997	-4,804 Reduced 11.81%	35,857 $3.5 Million
Q3 2018 Oct 29, 2018	BUY	$103.61 - $118.63 $421,485 - $482,586	4,068 Added 11.12%	40,661 $4.59 Million
Q2 2018 Aug 06, 2018	BUY	$103.24 - $114.29 $106,130 - $117,490	1,028 Added 2.89%	36,593 $3.81 Million
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $27,287 - $30,286	255 Added 0.72%	35,565 $3.91 Million
Q4 2017 Feb 02, 2018	BUY	$95.86 - $107.83 $313,078 - $352,172	3,266 Added 10.19%	35,310 $3.78 Million
Q3 2017 Nov 02, 2017	BUY	$88.42 - $95.51 $2.83 Million - $3.06 Million	32,044	32,044 $3.06 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Checchi Capital Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Checchi Capital Advisers, LLC with notifications on news.

Account

Checchi Capital Advisers, LLC Jpmorgan Chase & CO Transaction History