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Biltmore Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Biltmore Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$231K Sell
1,457
-100
-6% -$16.4K 0.04% 138
2021
Q3 		$255K Sell
1,557
-7
-0.4% -$1.1K 0.05% 129
2021
Q2 		$243K Buy
1,564
+56
+4% +$8.79K 0.04% 114
2021
Q1 		$230K Buy
+1,508
New +$217K 0.05% 115
2020
Q3 		– Sell
-2,296
Closed -$216K – 94
2020
Q2 		$216K Buy
+2,296
New +$218K 0.06% 65

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Biltmore Capital Advisors's JPM Position: Q4 2021 in Review

Biltmore Capital Advisors reduced its JPMorgan Chase (JPM) stake by 6.4% in Q4 2021, selling an estimated $16.4K and leaving 1,457 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #138.

Biltmore Capital Advisors first reported a position in JPM in Q2 2020 and has held it in 5 quarters since. The position peaked at $255K in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Biltmore Capital Advisors held 1,457 shares of JPMorgan Chase worth $231K as of Q4 2021.
  • Biltmore Capital Advisors sold 100 JPMorgan Chase shares in Q4 2021, an estimated $16.4K.
  • JPMorgan Chase made up 0.04% of Biltmore Capital Advisors's portfolio in Q4 2021, its #138 holding.
  • Biltmore Capital Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 5 quarters since.
  • Biltmore Capital Advisors's JPMorgan Chase position peaked at $255K in Q3 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.