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Ball & Co Wealth Management Inc.: JPM position timeline

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

Ball & Co Wealth Management Inc. held 856 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 856 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $280,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management Inc.
    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 852 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $250,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management Inc.
    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 848 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $273,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management Inc.
    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 844 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $266,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management Inc.
    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 840 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $243,000.

    13F-HR 0001907157-25-000033 filed by Ball & Co Wealth Management Inc.
    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 835 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $204,000.

    13F-HR 0001842974-25-000011 filed by Ball & Co Wealth Management Inc.
    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 831 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $199,000.

    13F-HR 0002057075-25-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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