Balanced Rock Investment Advisors LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2011851
ROSLINDALE, MA
Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$412,108
+$86,179 QoQ
Shares Held
1,259
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#4,444
of 5,058 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Balanced Rock Investment Advisors LLC holds $2,599,250 across 3 Banks - Diversified names. JPM ranks #3 (15.9% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,108 | 1,259 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $325,929 | 1,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $393,430 | 1,221 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||