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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
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.