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Disclosery

Balance Wealth Partners LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balance Wealth Partners LLC on JPM, newest first. How the timeline and the estimate are built.

Balance Wealth Partners LLC held 8,145 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,145 shares
    Change vs previous 13F +834 shares

    0.71% of the 13F portfolio, value $2,665,999.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,311 shares
    Change vs previous 13F +6 shares

    0.67% of the 13F portfolio, value $2,150,759.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,305 shares
    Change vs previous 13F +3,217 shares

    0.76% of the 13F portfolio, value $2,353,730.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,088 shares
    Change vs previous 13F +182 shares

    0.32% of the 13F portfolio, value $1,289,326.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,906 shares
    Change vs previous 13F +26 shares

    0.66% of the 13F portfolio, value $1,132,413.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,880 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $951,763.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).