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Disclosery

Balanced Rock Investment Advisors LLC: JPM position timeline

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

Balanced Rock Investment Advisors LLC held 1,259 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,259 shares
    Change vs previous 13F +151 shares

    0.26% of the 13F portfolio, value $411,945.

    13F-HR 0002011851-26-000003 filed by Balanced Rock Investment Advisors 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 1,108 shares
    Change vs previous 13F -113 shares

    0.23% of the 13F portfolio, value $325,782.

    13F-HR 0002011851-26-000002 filed by Balanced Rock Investment Advisors 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 1,221 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $393,270.

    13F-HR 0002011851-26-000001 filed by Balanced Rock Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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