BALASA DINVERNO & FOLTZ LLC: JPM position timeline

BALASA DINVERNO & FOLTZ LLC held 22,868 JPM shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 22,868 shares

   Change vs previous 13F +1,291 shares

   0.15% of the 13F portfolio, value $2,390,000.

   13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2022-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 21,577 shares

   Change vs previous 13F -1,058 shares

   0.15% of the 13F portfolio, value $2,430,000.

   13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 22,635 shares

   Change vs previous 13F -13 shares

   0.21% of the 13F portfolio, value $3,086,000.

   13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2022-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 22,648 shares

   Change vs previous 13F -484 shares

   0.23% of the 13F portfolio, value $3,586,000.

   13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2022-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 23,132 shares

   Change vs previous 13F +1,046 shares

   0.26% of the 13F portfolio, value $3,786,000.

   13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 22,086 shares

   Change vs previous 13F -13,918 shares

   0.25% of the 13F portfolio, value $3,435,000.

   13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2021-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 36,004 shares

   Change vs previous 13F -2,411 shares

   0.44% of the 13F portfolio, value $5,481,000.

   13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 38,415 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $4,881,000.

   13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
   Filed 2021-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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