JPMorgan Chase & Co. shares owned by Ballast Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 45k | 315.43 |
| 2025-06-30 | $13M | 45k | 289.91 |
| 2025-03-31 | $11M | 46k | 245.30 |
| 2024-12-31 | $12M | 49k | 239.71 |
| 2024-09-30 | $10M | 49k | 210.86 |
| 2024-06-30 | $10M | 50k | 202.26 |
| 2024-03-31 | $10M | 51k | 200.30 |
| 2023-12-31 | $8.8M | 52k | 170.10 |
| 2023-09-30 | $7.5M | 52k | 145.02 |
| 2023-06-30 | $8.0M | 55k | 145.44 |
| 2023-03-31 | $7.1M | 55k | 130.31 |
| 2022-12-31 | $7.4M | 55k | 134.10 |
| 2022-09-30 | $5.6M | 54k | 104.50 |
| 2022-06-30 | $5.9M | 53k | 112.62 |
| 2022-03-31 | $7.1M | 52k | 136.31 |
| 2021-12-31 | $7.8M | 49k | 158.34 |
| 2021-09-30 | $8.1M | 50k | 163.70 |
| 2021-06-30 | $7.7M | 50k | 155.53 |
| 2021-03-31 | $7.6M | 50k | 152.24 |
| 2020-12-31 | $6.3M | 50k | 127.07 |
| 2020-09-30 | $4.8M | 50k | 96.27 |
| 2020-06-30 | $3.2M | 34k | 94.05 |
| 2020-03-31 | $252k | 2.8k | 89.87 |
| 2019-12-31 | $355k | 2.5k | 139.43 |