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Disclosery

Balboa Wealth Partners: JPM position timeline

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

Balboa Wealth Partners held 10,462 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,462 shares
    Change vs previous 13F +861 shares

    0.47% of the 13F portfolio, value $3,424,408.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 9,601 shares
    Change vs previous 13F -1,246 shares

    0.47% of the 13F portfolio, value $2,824,109.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 10,847 shares
    Change vs previous 13F +317 shares

    0.58% of the 13F portfolio, value $3,495,032.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 10,530 shares
    Change vs previous 13F -76 shares

    0.57% of the 13F portfolio, value $3,321,440.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 10,606 shares
    Change vs previous 13F +1,098 shares

    0.62% of the 13F portfolio, value $3,074,905.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 9,508 shares
    Change vs previous 13F -1,121 shares

    0.56% of the 13F portfolio, value $2,332,224.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,629 shares
    Change vs previous 13F +61 shares

    0.58% of the 13F portfolio, value $2,547,879.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,568 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,228,371.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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