Biondo Investment Advisors, LLC JPM — J P MORGAN CHASE AND CO,CS,

Ownership history in Biondo Investment Advisors, LLC  ·  59 quarters on record

AI Ownership Summary

Biondo Investment Advisors, LLC reported J P MORGAN CHASE AND CO,CS, (JPM) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.24% in 2025 Q3. The latest visible filing shows JPM at 3.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Biondo Investment Advisors, LLC's position in J P MORGAN CHASE AND CO,CS,, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page Biondo Investment Advisors, LLC fund profile Biondo Investment Advisors, LLC full holdings
How Biondo Investment Advisors, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 79,947 -2,183 -2.7% 3.11% $25.8M 2026-02-14 (Est.) $301.01
2025 Q3 REDUCED — — — 82,130 -1,232 -1.5% 3.24% $25.9M 2025-11-12 $317.35
2025 Q2 REDUCED — — — 83,362 -529 -0.6% 3.19% $24.2M 2025-08-08 $284.62
2025 Q1 REDUCED — — — 83,891 -4,255 -4.8% 2.92% $20.6M 2025-05-14 $260.57
2024 Q4 REDUCED — — — 88,146 -1,659 -1.8% 2.91% $21.1M 2025-02-12 $268.54
2024 Q3 REDUCED — — — 89,805 -418 -0.5% 2.60% $18.9M 2024-11-12 $232.35
2024 Q2 ADDED — — — 90,223 +690 +0.8% 2.70% $18.2M 2024-08-13 $200.45
2024 Q1 REDUCED — — — 89,533 -395 -0.4% 2.77% $17.9M 2024-05-13 $190.52
2023 Q4 REDUCED — — — 89,928 -1,418 -1.6% 2.60% $15.3M 2024-02-12 $167.55
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% First Fiduciary Investment Counsel, Inc. 3Y 7Y 7.17%

FAQ About Biondo Investment Advisors, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Biondo Investment Advisors, LLC reported owning JPM?

Biondo Investment Advisors, LLC reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Biondo Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for JPM was 3.24% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Biondo Investment Advisors, LLC reported 79,947 shares, equal to 3.11% of portfolio, with an estimated market value of $25.8M.

What does the chart on this JPM ownership page compare?

The chart compares Biondo Investment Advisors, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Biondo Investment Advisors, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Biondo Investment Advisors, LLC correctly timed 30 out of 58 reported position changes (52%). The annualised alpha on JPM relative to SPY over the holding period was +3.6%.

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