Biltmore Family Office’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
18,341
+1,127
| +7% | +$342K | 0.75% | 27 |
|
|
2025
Q4 | $5.55M | Buy |
17,214
+1,738
| +11% | +$538K | 0.77% | 30 |
|
|
2025
Q3 | $4.88M | Buy |
15,476
+1,813
| +13% | +$539K | 0.69% | 28 |
|
|
2025
Q2 | $3.96M | Sell |
13,663
-1,878
| -12% | -$479K | 0.67% | 30 |
|
|
2025
Q1 | $3.81M | Buy |
15,541
+1,550
| +11% | +$395K | 0.65% | 28 |
|
|
2024
Q4 | $3.35M | Sell |
13,991
-231
| -2% | -$53.8K | 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% | +$397K | 0.51% | 39 |
|
|
2024
Q1 | $2.31M | Buy |
11,542
+492
| +4% | +$88.8K | 0.46% | 42 |
|
|
2023
Q4 | $1.88M | Hold |
11,050
| – | – | 0.39% | 47 |
|
|
2023
Q3 | $1.6M | Buy |
11,050
+1
| +0% | +$150 | 0.36% | 51 |
|
|
2023
Q2 | $1.61M | Sell |
11,049
-1,219
| -10% | -$168K | 0.34% | 48 |
|
|
2023
Q1 | $1.6M | Sell |
12,268
-2,216
| -15% | -$304K | 0.34% | 48 |
|
|
2022
Q4 | $1.94M | Buy |
14,484
+310
| +2% | +$39.3K | 0.4% | 37 |
|
|
2022
Q3 | $1.48M | Buy |
14,174
+485
| +4% | +$55.7K | 0.34% | 45 |
|
|
2022
Q2 | $1.54M | Sell |
13,689
-74
| -0.5% | -$9.17K | 0.39% | 47 |
|
|
2022
Q1 | $1.88M | Sell |
13,763
-772
| -5% | -$114K | 0.4% | 45 |
|
|
2021
Q4 | $2.3M | Buy |
14,535
+3,707
| +34% | +$609K | 0.44% | 45 |
|
|
2021
Q3 | $1.77M | Buy |
10,828
+1,012
| +10% | +$159K | 0.43% | 42 |
|
|
2021
Q2 | $1.53M | Buy |
9,816
+256
| +3% | +$40.2K | 0.43% | 36 |
|
|
2021
Q1 | $1.46M | Hold |
9,560
| – | – | 0.45% | 36 |
|
|
2020
Q4 | $1.22M | Buy |
9,560
+1,594
| +20% | +$178K | 0.36% | 43 |
|
|
2020
Q3 | $767K | Buy |
7,966
+3
| +0% | +$295 | 0.43% | 56 |
|
|
2020
Q2 | $749K | Sell |
7,963
-658
| -8% | -$62.4K | 0.45% | 60 |
|
|
2020
Q1 | $776K | Sell |
8,621
-10,021
| -54% | -$1.22M | 0.51% | 57 |
|
|
2019
Q4 | $2.6M | Buy |
18,642
+505
| +3% | +$64.8K | 1.04% | 33 |
|
|
2019
Q3 | $2.13M | Buy |
18,137
+5,306
| +41% | +$600K | 0.92% | 37 |
|
|
2019
Q2 | $1.44M | Sell |
12,831
-1,279
| -9% | -$141K | 0.78% | 39 |
|
|
2019
Q1 | $1.43M | Hold |
14,110
| – | – | 0.73% | 44 |
|
|
2018
Q4 | $1.38M | Buy |
14,110
+1,561
| +12% | +$166K | 0.78% | 43 |
|
|
2018
Q3 | $1.42M | Buy |
12,549
+126
| +1% | +$14.3K | 0.67% | 45 |
|
|
2018
Q2 | $1.29M | Sell |
12,423
-1,141
| -8% | -$125K | 0.64% | 51 |
|
|
2018
Q1 | $1.49M | Buy |
13,564
+1,200
| +10% | +$136K | 0.66% | 46 |
|
|
2017
Q4 | $1.32M | Buy |
+12,364
| New | +$1.25M | 0.6% | 52 |
|
Other funds holding JPM
VCM
VPM
Biltmore Family Office's JPM Position: Q1 2026 in Review
Biltmore Family Office increased its JPMorgan Chase (JPM) stake by 6.5% in Q1 2026, buying an estimated $342K and bringing the position to 18,341 shares worth $5.4M. The position accounts for 0.75% of the portfolio, ranked #27.
Biltmore Family Office first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.55M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Biltmore Family Office held 18,341 shares of JPMorgan Chase worth $5.4M as of Q1 2026.
- Biltmore Family Office bought 1,127 JPMorgan Chase shares in Q1 2026, an estimated $342K.
- JPMorgan Chase made up 0.75% of Biltmore Family Office's portfolio in Q1 2026, its #27 holding.
- Biltmore Family Office first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's JPMorgan Chase position peaked at $5.55M in Q4 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.