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Disclosery

BALLAST ADVISORS LLC: JPM position timeline

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

BALLAST ADVISORS LLC held 39,889 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,889 shares
    Change vs previous 13F -1,078 shares

    3.11% of the 13F portfolio, value $13,056,881.

    13F-HR 0001398344-26-014147 filed by BALLAST 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/A 40,967 shares
    Change vs previous 13F +127 shares

    3.51% of the 13F portfolio, value $12,050,861.

    13F-HR/A 0001803415-26-000003 filed by BALLAST 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 40,840 shares
    Change vs previous 13F -3,765 shares

    3.63% of the 13F portfolio, value $13,159,474.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 44,605 shares
    Change vs previous 13F -691 shares

    3.88% of the 13F portfolio, value $14,069,755.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 45,296 shares
    Change vs previous 13F -577 shares

    3.87% of the 13F portfolio, value $13,131,763.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 45,873 shares
    Change vs previous 13F -2,892 shares

    3.59% of the 13F portfolio, value $11,252,647.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS LLC
    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 48,765 shares
    Change vs previous 13F -397 shares

    3.6% of the 13F portfolio, value $11,689,458.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS LLC
    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 49,162 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $10,366,299.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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