BALLAST ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803415 WOODBURY, MN

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,056,866

+$1,006,014 QoQ

Shares Held

39,889

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

8.15%

of 13F equity value

Holder Rank

#1,251

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

BALLAST ADVISORS LLC holds $14,624,071 across 3 Banks - Diversified names. JPM ranks #1 (89.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,889	$13,056,866
2	MUFG	Mitsubishi Ufj Financial Group Inc	63,069	$1,254,442
3	BAC	Bank Of America Corp /De/	5,489	$312,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,056,866	39,889	-2.6%	Shares	Sole	2026-08-12
2026-03-31	$12,050,852	40,967	+0.3%	Shares	Sole	2026-05-13
2025-12-31	$13,159,464	40,840	-8.4%	Shares	Sole	2026-02-03
2025-09-30	$14,069,755	44,605	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$13,131,763	45,296	-1.3%	Shares	Sole	2025-07-31
2025-03-31	$11,252,646	45,873	-5.9%	Shares	Sole	2025-05-07
2024-12-31	$11,689,458	48,765	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$10,366,299	49,162	-1.6%	Shares	Sole	2024-10-30
2024-06-30	$10,107,943	49,975	-2.8%	Shares	Sole	2024-07-26
2024-03-31	$10,300,427	51,425	-0.1%	Shares	Sole	2024-05-01
2023-12-31	$8,752,495	51,455	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$7,470,415	51,513	-6.7%	Shares	Sole	2023-10-19
2023-06-30	$8,030,178	55,213	+0.8%	Shares	Sole	2023-08-04
2023-03-31	$7,134,211	54,748	-0.7%	Shares	Sole	2023-05-09
2022-12-31	$7,390,921	55,115	+2.8%	Shares	Sole	2023-01-26
2022-09-30	$5,602,140	53,609	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$5,930,605	52,665	+1.6%	Shares	Sole	2022-07-20
2022-03-31	$7,067,374	51,844	+4.9%	Shares	Sole	2022-04-21
2021-12-31	$7,822,490	49,400	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$8,109,693	49,543	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$7,725,360	49,668	-0.4%	Shares	Sole	2021-07-20
2021-03-31	$7,590,644	49,863	+0.3%	Shares	Sole	2021-04-26
2020-12-31	$6,315,124	49,698	+0.4%	Shares	Sole	2021-02-05
2020-09-30	$4,767,194	49,519	+46.8%	Shares	Sole	2020-10-22
2020-06-30	$3,172,267	33,726	+1102.8%	Shares	Sole	2020-07-29
2020-03-31	$252,444	2,804	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.