JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChecchi Capital Advisers, LLC
Latest Disclosed Ownership30,244 shares
Latest Disclosed Value $ 8,896,490
Checchi Capital Advisers, LLC reports 2.86% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Checchi Capital Advisers, LLC filed a 13F-HR form disclosing ownership of 30,244 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,896,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 29,404 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.86% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,244 840 2.86 8,896 -6.10 0.4496
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,404 -1,082 -3.55 9,474 -1.48 0.4838
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,486 -2,063 -6.34 9,616 1.91 0.4998
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,549 -2,008 -5.81 9,436 11.33 0.5277
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,557 -229 -0.66 8,477 1.66 0.4468
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 34,786 -1,353 -3.74 8,339 9.42 0.4852
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 36,139 -2,611 -6.74 7,620 -2.77 0.4258
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 38,750 231 0.60 7,838 1.58 0.3927
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,519 288 0.75 7,715 18.64 0.6025
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 38,231 143 0.38 6,503 17.74 0.5279
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 38,088 -1,359 -3.45 5,524 -3.73 0.5120
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,447 1,652 4.37 5,737 16.49 0.5128
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 37,795 -679 -1.76 4,925 -4.54 0.4758
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 38,474 936 2.49 5,159 31.51 0.5360
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 37,538 -1,274 -3.28 3,923 -12.37 0.3664
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 38,812 1,003 2.65 4,477 -13.14 0.3874
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,809 -28 -0.07 5,154 -13.97 0.4382
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,837 2,343 6.60 5,991 3.12 0.5266
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,494 6,248 21.36 5,810 27.72 0.5756
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,246 -1,077 -3.55 4,549 -1.45 0.4481
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,323 -3,828 -11.21 4,616 6.36 0.4563
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,151 1,830 5.66 4,340 39.46 0.4476
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 32,321 -1,712 -5.03 3,112 -2.78 0.3450
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,033 218 0.64 3,201 5.16 0.3826
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,815 -672 -1.95 3,044 -36.68 0.2912
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,487 917 2.73 4,807 21.67 0.6435
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 33,570 -1,155 -3.33 3,951 1.78 0.5142
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 34,725 -319 -0.91 3,882 9.41 0.4934
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,044 -813 -2.27 3,548 1.37 0.4148
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 35,857 -4,804 -11.81 3,500 -23.71 0.4520
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 40,661 4,068 11.12 4,588 20.33 0.5286
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 36,593 1,028 2.89 3,813 -2.51 0.4787
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 35,565 255 0.72 3,911 3.58 0.5154
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 35,310 3,266 10.19 3,776 23.36 0.5070
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 32,044 35 0.11 3,061 4.61 0.3092
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 32,009 -1,768 -5.23 2,926 -1.38 0.3179
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 33,777 -3,705 -9.88 2,967 -8.26 0.3413
2017-01-25 2016-12-31 13F JPMORGAN CHASE COM 46625H100 37,482 2,770 7.98 3,234 39.94 0.4360
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 34,712 650 1.91 2,311 9.16 0.2608
2016-07-21 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,062 -1,542 -4.33 2,117 0.43 0.2417
2016-05-02 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,604 2,652 8.05 2,108 -3.12 0.4685
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 32,952 1,497 4.76 2,176 13.45 0.5490
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 31,455 2,259 7.74 1,918 -3.03 0.5205
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 29,196 1,137 4.05 1,978 16.35 0.5215
2015-05-07 2015-03-31 13F JPMORGAN CHASE COM 46625H100 28,059 -501 -1.75 1,700 -4.87 0.5023
2015-01-26 2014-12-31 13F JPMORGAN CHASE COM 46625H100 28,560 7,488 35.54 1,787 40.82 0.6711
2014-10-23 2014-09-30 13F JPMORGAN CHASE COM 46625H100 21,072 4,938 30.61 1,269 36.45 0.5210
2014-08-06 2014-06-30 13F JPMORGAN CHASE COM 46625H100 16,134 4,046 33.47 930 26.70 0.4241
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 12,088 2,469 25.67 734 30.37 0.4503
2014-01-28 2013-12-31 13F JPMORGAN CHASE COM 46625H100 9,619 9,619 563 0.4382
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.