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Disclosery

Ballast, Inc.: JPM position timeline

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

Ballast, Inc. held 15,817 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,817 shares
    Change vs previous 13F +1,731 shares

    0.98% of the 13F portfolio, value $5,177,379.

    13F-HR 0001172661-26-002544 filed by Ballast, 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 14,086 shares
    Change vs previous 13F +316 shares

    0.96% of the 13F portfolio, value $4,143,538.

    13F-HR 0001172661-26-002204 filed by Ballast, 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 13,770 shares
    Change vs previous 13F -92 shares

    1.04% of the 13F portfolio, value $4,436,969.

    13F-HR 0001172661-26-000458 filed by Ballast, 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 13,862 shares
    Change vs previous 13F -132 shares

    1.06% of the 13F portfolio, value $4,372,491.

    13F-HR 0001172661-25-004628 filed by Ballast, 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/A 13,994 shares
    Change vs previous 13F -296 shares

    1.06% of the 13F portfolio, value $4,057,001.

    13F-HR/A 0001172661-25-004627 filed by Ballast, 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 14,290 shares
    Change vs previous 13F +296 shares

    0.99% of the 13F portfolio, value $3,505,337.

    13F-HR 0001172661-25-001701 filed by Ballast, 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 13,994 shares
    Change vs previous 13F -434 shares

    0.96% of the 13F portfolio, value $3,354,502.

    13F-HR 0001172661-25-000204 filed by Ballast, Inc.
    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 14,428 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,042,288.

    13F-HR 0001172661-24-004273 filed by Ballast, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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