Ballast Financial Advisors »

JPMorgan Chase & Co. shares owned by Ballast Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ballast Financial Advisors from 13F filings

Historical chart of Ballast Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Ballast Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 874 294.06

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.