A detailed history of Biltmore Family Office, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Biltmore Family Office, LLC holds 14,222 shares of JPM stock, worth $3.38 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
14,222
Previous 13,572 4.79%
Holding current value
$3.38 Million
Previous $2.75 Million 9.18%
% of portfolio
0.53%
Previous 0.52%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $126,685 - $146,120
650 Added 4.79%
14,222 $3 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $365,562 - $415,723
2,030 Added 17.59%
13,572 $2.75 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $82,208 - $98,547
492 Added 4.45%
11,542 $2.31 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.01%
11,050 $1.6 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $155,385 - $177,291
-1,219 Reduced 9.94%
11,049 $1.61 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $276,800 - $318,660
-2,216 Reduced 15.3%
12,268 $1.6 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $31,607 - $42,730
310 Added 2.19%
14,484 $1.94 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $10,054 - $58,481
485 Added 3.54%
14,174 $1.48 Million
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $8,333 - $10,057
-74 Reduced 0.54%
13,689 $1.54 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $99,047 - $130,035
-772 Reduced 5.31%
13,763 $1.88 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $570,655 - $636,788
3,707 Added 34.24%
14,535 $2.3 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $148,733 - $168,983
1,012 Added 10.31%
10,828 $1.77 Million
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $37,726 - $42,608
256 Added 2.68%
9,816 $1.53 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $153,884 - $202,549
1,594 Added 20.01%
9,560 $1.22 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $273 - $311
3 Added 0.04%
7,966 $767,000
Q2 2020

Aug 05, 2020

SELL
$84.03 - $113.45 $55,291 - $74,650
-658 Reduced 7.63%
7,963 $749,000
Q1 2020

May 08, 2020

SELL
$79.03 - $141.09 $791,959 - $1.41 Million
-10,021 Reduced 53.75%
8,621 $776,000
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $56,469 - $70,397
505 Added 2.78%
18,642 $2.6 Million
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $556,068 - $637,940
5,306 Added 41.35%
18,137 $2.14 Million
Q2 2019

Jul 31, 2019

SELL
$104.64 - $116.12 $133,834 - $148,517
-1,279 Reduced 9.06%
12,831 $1.44 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $143,830 - $180,014
1,561 Added 12.44%
14,110 $1.38 Million
Q3 2018

Oct 30, 2018

BUY
$103.61 - $118.63 $13,054 - $14,947
126 Added 1.01%
12,549 $1.42 Million
Q2 2018

Jul 17, 2018

SELL
$103.24 - $114.29 $117,796 - $130,404
-1,141 Reduced 8.41%
12,423 $1.29 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $128,412 - $142,524
1,200 Added 9.71%
13,564 $1.49 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $1.19 Million - $1.33 Million
12,364
12,364 $1.32 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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