Biltmore Family Office, LLC

Family Office

Position in JPM — Jpmorgan Chase & Co

CIK 1731123 CHARLOTTE, NC

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,747,260

+$352,072 QoQ

Shares Held

17,558

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,968

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $15,908,389 across 5 Banks - Diversified names. JPM ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	136,809	$7,795,376
2	JPM	Jpmorgan Chase & Co This page	17,558	$5,747,260
3	WFC	Wells Fargo & Company/Mn	16,075	$1,328,438
4	BMO	Bank Of Montreal /Can/	4,360	$770,412
5	C	Citigroup Inc	1,907	$266,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,747,260	17,558	-4.3%	Shares	Sole	2026-08-12
2026-03-31	$5,395,188	18,341	+6.5%	Shares	Sole	2026-05-11
2025-12-31	$5,546,695	17,214	+11.2%	Shares	Sole	2026-02-04
2025-09-30	$4,881,594	15,476	+13.3%	Shares	Sole	2025-10-31
2025-06-30	$3,961,040	13,663	-12.1%	Shares	Sole	2025-08-01
2025-03-31	$3,812,207	15,541	+11.1%	Shares	Sole	2025-05-12
2024-12-31	$3,353,782	13,991	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$2,998,850	14,222	+4.8%	Shares	Sole	2024-11-12
2024-06-30	$2,745,072	13,572	+17.6%	Shares	Sole	2024-08-07
2024-03-31	$2,311,862	11,542	+4.5%	Shares	Sole	2024-05-14
2023-12-31	$1,879,605	11,050	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,602,471	11,050	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,606,966	11,049	-9.9%	Shares	Sole	2023-08-07
2023-03-31	$1,598,643	12,268	-15.3%	Shares	Sole	2023-05-12
2022-12-31	$1,942,304	14,484	+2.2%	Shares	Sole	2023-02-07
2022-09-30	$1,481,183	14,174	+3.5%	Shares	Sole	2022-11-10
2022-06-30	$1,541,518	13,689	-0.5%	Shares	Sole	2022-08-04
2022-03-31	$1,876,172	13,763	-5.3%	Shares	Sole	2022-05-12
2021-12-31	$2,301,617	14,535	+34.2%	Shares	Sole	2022-02-11
2021-09-30	$1,772,435	10,828	+10.3%	Shares	Sole	2021-11-12
2021-06-30	$1,526,780	9,816	+2.7%	Shares	Sole	2021-07-30
2021-03-31	$1,455,318	9,560	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,214,789	9,560	+20.0%	Shares	Sole	2021-02-09
2020-09-30	$766,886	7,966	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$748,999	7,963	-7.6%	Shares	Sole	2020-08-05
2020-03-31	$776,148	8,621	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.