Ballast, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1730477 Lexington, KY

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,177,378

+$1,033,841 QoQ

Shares Held

15,817

+12.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#2,057

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballast, Inc. holds $7,055,441 across 4 Banks - Diversified names. JPM ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,817	$5,177,378
2	BAC	Bank Of America Corp /De/	14,875	$847,577
3	C	Citigroup Inc	4,822	$674,887
4	WFC	Wells Fargo & Company/Mn	4,303	$355,599

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,177,378	15,817	+12.3%	Shares	Sole	2026-07-10
2026-03-31	$4,143,537	14,086	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$4,436,969	13,770	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$4,372,490	13,862	-0.9%	Shares	Sole	2025-11-07
2025-06-30	$4,057,000	13,994	-2.1%	Shares	Sole	2025-11-07
2025-03-31	$3,505,337	14,290	+2.1%	Shares	Sole	2025-05-12
2024-12-31	$3,354,501	13,994	-3.0%	Shares	Sole	2025-01-16
2024-09-30	$3,042,288	14,428	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$2,950,568	14,588	+2.4%	Shares	Sole	2024-07-15
2024-03-31	$2,852,672	14,242	+3.6%	Shares	Sole	2024-05-06
2023-12-31	$2,338,194	13,746	+9.6%	Shares	Sole	2024-01-18
2023-09-30	$1,818,405	12,539	+2.7%	Shares	Sole	2023-10-18
2023-06-30	$1,775,531	12,208	+2.2%	Shares	Sole	2023-07-19
2023-03-31	$1,555,901	11,940	-1.0%	Shares	Sole	2023-04-19
2022-12-31	$1,616,843	12,057	-1.7%	Shares	Sole	2023-01-26
2022-09-30	$1,282,006	12,268	+0.4%	Shares	Sole	2022-10-18
2022-06-30	$1,375,418	12,214	+5.7%	Shares	Sole	2022-07-14
2022-03-31	$1,575,450	11,557	+10.8%	Shares	Sole	2022-04-18
2021-12-31	$1,652,223	10,434	+1.0%	Shares	Sole	2022-01-18
2021-09-30	$1,691,572	10,334	-1.8%	Shares	Sole	2021-11-12
2021-06-30	$1,637,369	10,527	+15.0%	Shares	Sole	2021-08-04
2021-03-31	$1,393,513	9,154	+1.4%	Shares	Sole	2021-05-05
2020-12-31	$1,147,187	9,028	-1.5%	Shares	Sole	2021-01-21
2020-09-30	$882,314	9,165	-5.0%	Shares	Sole	2020-10-14
2020-06-30	$907,867	9,652	+6.5%	Shares	Sole	2020-08-11
2020-03-31	$815,761	9,061	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.