BIA
JPM icon

Biondo Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Biondo Investment 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
2026
Q1 		$22.9M Sell
77,714
-2,233
-3% -$678K 2.93% 9
2025
Q4 		$25.8M Sell
79,947
-2,183
-3% -$676K 3.11% 8
2025
Q3 		$25.9M Sell
82,130
-1,232
-1% -$366K 3.24% 8
2025
Q2 		$24.2M Sell
83,362
-529
-0.6% -$135K 3.19% 8
2025
Q1 		$20.6M Sell
83,891
-4,255
-5% -$1.08M 2.92% 8
2024
Q4 		$21.1M Sell
88,146
-1,659
-2% -$386K 2.91% 7
2024
Q3 		$18.9M Sell
89,805
-418
-0.5% -$88K 2.6% 9
2024
Q2 		$18.2M Buy
90,223
+690
+0.8% +$135K 2.7% 10
2024
Q1 		$17.9M Sell
89,533
-395
-0.4% -$71.3K 2.77% 9
2023
Q4 		$15.3M Sell
89,928
-1,418
-2% -$215K 2.6% 10
2023
Q3 		$13.2M Buy
91,346
+927
+1% +$139K 2.5% 11
2023
Q2 		$13.2M Buy
90,419
+51
+0.1% +$7.01K 2.43% 12
2023
Q1 		$11.8M Sell
90,368
-415
-0.5% -$56.9K 2.38% 12
2022
Q4 		$12.2M Sell
90,783
-1,760
-2% -$223K 2.71% 7
2022
Q3 		$9.67M Buy
92,543
+1,711
+2% +$196K 2.23% 12
2022
Q2 		$10.2M Buy
90,832
+3,040
+3% +$377K 2.25% 15
2022
Q1 		$12M Buy
87,792
+1,043
+1% +$154K 2.11% 14
2021
Q4 		$13.7M Sell
86,749
-225
-0.3% -$37K 2.29% 15
2021
Q3 		$14.2M Buy
86,974
+566
+0.7% +$88.7K 2.44% 11
2021
Q2 		$13.4M Buy
86,408
+1,476
+2% +$232K 2.31% 14
2021
Q1 		$12.9M Sell
84,932
-2,437
-3% -$351K 2.57% 10
2020
Q4 		$11.1M Sell
87,369
-500
-0.6% -$55.9K 2.13% 14
2020
Q3 		$8.46M Buy
87,869
+1,791
+2% +$176K 1.83% 17
2020
Q2 		$8.1M Buy
86,078
+1,493
+2% +$142K 2.04% 13
2020
Q1 		$7.62M Sell
84,585
-2,258
-3% -$274K 2.52% 13
2019
Q4 		$12.1M Sell
86,843
-1,400
-2% -$180K 2.79% 11
2019
Q3 		$10.4M Sell
88,243
-830
-0.9% -$93.9K 2.65% 10
2019
Q2 		$9.96M Sell
89,073
-1,615
-2% -$178K 2.36% 11
2019
Q1 		$9.18M Sell
90,688
-702
-0.8% -$72.3K 2.3% 12
2018
Q4 		$8.92M Sell
91,390
-1,805
-2% -$192K 2.69% 10
2018
Q3 		$10.5M Buy
93,195
+2,172
+2% +$247K 2.5% 10
2018
Q2 		$9.48M Buy
91,023
+1,080
+1% +$118K 2.39% 10
2018
Q1 		$9.89M Sell
89,943
-2,935
-3% -$332K 2.58% 10
2017
Q4 		$9.93M Sell
92,878
-855
-0.9% -$86.6K 2.51% 11
2017
Q3 		$8.95M Sell
93,733
-3,268
-3% -$301K 2.46% 11
2017
Q2 		$8.87M Sell
97,001
-32,744
-25% -$2.83M 2.56% 11
2017
Q1 		$8.06M Buy
129,745
+2,332
+2% +$206K 2.88% 9
2016
Q4 		$11M Sell
127,413
-3,580
-3% -$273K 3.64% 8
2016
Q3 		$8.72M Buy
130,993
+953
+0.7% +$62.1K 2.95% 8
2016
Q2 		$8.08M Buy
130,040
+1,113
+0.9% +$69.5K 2.88% 9
2016
Q1 		$7.63M Sell
128,927
-690
-0.5% -$40.3K 2.89% 10
2015
Q4 		$8.56M Sell
129,617
-1,137
-0.9% -$74K 2.84% 9
2015
Q3 		$7.97M Sell
130,754
-5,468
-4% -$358K 2.65% 11
2015
Q2 		$9.23M Sell
136,222
-245
-0.2% -$16K 2.77% 11
2015
Q1 		$8.27M Buy
136,467
+5,978
+5% +$354K 2.45% 13
2014
Q4 		$8.17M Sell
130,489
-430
-0.3% -$25.9K 2.46% 13
2014
Q3 		$7.89M Buy
130,919
+335
+0.3% +$19.6K 2.42% 12
2014
Q2 		$7.52M Buy
130,584
+867
+0.7% +$48.7K 2.37% 14
2014
Q1 		$7.88M Buy
129,717
+2,857
+2% +$165K 2.61% 13
2013
Q4 		$7.42M Sell
126,860
-1,793
-1% -$98.2K 2.53% 13
2013
Q3 		$6.65M Buy
128,653
+2,778
+2% +$149K 2.52% 12
2013
Q2 		$6.64M Buy
+125,875
New +$6.4M 2.88% 10

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Biondo Investment Advisors's JPM Position: Q1 2026 in Review

Biondo Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, selling an estimated $678K and leaving 77,714 shares worth $22.9M. The position accounts for 2.93% of the portfolio, ranked #9.

Biondo Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Biondo Investment Advisors held 77,714 shares of JPMorgan Chase worth $22.9M as of Q1 2026.
  • Biondo Investment Advisors sold 2,233 JPMorgan Chase shares in Q1 2026, an estimated $678K.
  • JPMorgan Chase made up 2.93% of Biondo Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Biondo Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Biondo Investment Advisors's JPMorgan Chase position peaked at $25.9M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.