Biltmore Family Office’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
13,663
-1,878
| -12% | -$544K | 0.67% | 30 |
|
|
2025
Q1 | $3.81M | Buy |
15,541
+1,550
| +11% | +$380K | 0.65% | 28 |
|
|
2024
Q4 | $3.35M | Sell |
13,991
-231
| -2% | -$55.4K | 0.56% | 32 |
|
|
2024
Q3 | $3M | Buy |
14,222
+650
| +5% | +$137K | 0.51% | 36 |
|
|
2024
Q2 | $2.75M | Buy |
13,572
+2,030
| +18% | +$411K | 0.51% | 39 |
|
|
2024
Q1 | $2.31M | Buy |
11,542
+492
| +4% | +$98.5K | 0.46% | 42 |
|
|
2023
Q4 | $1.88M | Hold |
11,050
| – | – | 0.39% | 47 |
|
|
2023
Q3 | $1.6M | Buy |
11,050
+1
| +0% | +$145 | 0.36% | 51 |
|
|
2023
Q2 | $1.61M | Sell |
11,049
-1,219
| -10% | -$177K | 0.34% | 48 |
|
|
2023
Q1 | $1.6M | Sell |
12,268
-2,216
| -15% | -$289K | 0.34% | 48 |
|
|
2022
Q4 | $1.94M | Buy |
14,484
+310
| +2% | +$41.6K | 0.4% | 37 |
|
|
2022
Q3 | $1.48M | Buy |
14,174
+485
| +4% | +$50.7K | 0.34% | 45 |
|
|
2022
Q2 | $1.54M | Sell |
13,689
-74
| -0.5% | -$8.34K | 0.39% | 47 |
|
|
2022
Q1 | $1.88M | Sell |
13,763
-772
| -5% | -$105K | 0.4% | 45 |
|
|
2021
Q4 | $2.3M | Buy |
14,535
+3,707
| +34% | +$587K | 0.44% | 45 |
|
|
2021
Q3 | $1.77M | Buy |
10,828
+1,012
| +10% | +$166K | 0.43% | 42 |
|
|
2021
Q2 | $1.53M | Buy |
9,816
+256
| +3% | +$39.8K | 0.43% | 36 |
|
|
2021
Q1 | $1.46M | Hold |
9,560
| – | – | 0.45% | 36 |
|
|
2020
Q4 | $1.22M | Buy |
9,560
+1,594
| +20% | +$203K | 0.36% | 43 |
|
|
2020
Q3 | $767K | Buy |
7,966
+3
| +0% | +$289 | 0.43% | 56 |
|
|
2020
Q2 | $749K | Sell |
7,963
-658
| -8% | -$61.9K | 0.45% | 60 |
|
|
2020
Q1 | $776K | Sell |
8,621
-10,021
| -54% | -$902K | 0.51% | 57 |
|
|
2019
Q4 | $2.6M | Buy |
18,642
+505
| +3% | +$70.4K | 1.04% | 33 |
|
|
2019
Q3 | $2.14M | Buy |
18,137
+5,306
| +41% | +$625K | 0.92% | 37 |
|
|
2019
Q2 | $1.44M | Sell |
12,831
-1,279
| -9% | -$143K | 0.78% | 39 |
|
|
2019
Q1 | $1.43M | Hold |
14,110
| – | – | 0.73% | 44 |
|
|
2018
Q4 | $1.38M | Buy |
14,110
+1,561
| +12% | +$152K | 0.78% | 43 |
|
|
2018
Q3 | $1.42M | Buy |
12,549
+126
| +1% | +$14.2K | 0.67% | 45 |
|
|
2018
Q2 | $1.29M | Sell |
12,423
-1,141
| -8% | -$119K | 0.64% | 51 |
|
|
2018
Q1 | $1.49M | Buy |
13,564
+1,200
| +10% | +$132K | 0.66% | 46 |
|
|
2017
Q4 | $1.32M | Buy |
+12,364
| New | +$1.32M | 0.6% | 52 |
|