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JPMorgan Chase & Co. shares owned by Biltmore Capital Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Biltmore Capital Advisors from 13F filings

Historical chart of Biltmore Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Biltmore Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Biltmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $231k 1.5k 158.55
2021-09-30 $255k 1.6k 163.78
2021-06-30 $243k 1.6k 155.37
2021-03-31 $230k 1.5k 152.52
2020-09-30 $5.1M 53k 96.27
2020-06-30 $216k 2.3k 94.08

More positions owned by Biltmore Capital Advisors

United Parcel Service CL B (UPS)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Biltmore Capital Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.