A detailed history of Basepoint Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Basepoint Wealth LLC holds 2,892 shares of JPM stock, worth $870,173. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,892
Previous 2,849 1.51%
Holding current value
$870,173
Previous $382 Million 1.36%
% of portfolio
0.31%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Oct 10, 2025

BUY
$124.91 - $143.8 $5,371 - $6,183
43 Added 1.51%
2,892 $377 Million
Q4 2022

Oct 08, 2025

BUY
$101.96 - $137.84 $89,316 - $120,747
876 Added 44.4%
2,849 $382 Million
Q3 2022

Oct 08, 2025

BUY
$20.73 - $120.58 $2,301 - $13,384
111 Added 5.96%
1,973 $206 Million
Q2 2022

Oct 08, 2025

SELL
$112.61 - $135.91 $50,787 - $61,295
-451 Reduced 19.5%
1,862 $210 Million
Q1 2022

Oct 08, 2025

BUY
$128.3 - $168.44 $513 - $673
4 Added 0.17%
2,313 $315 Million
Q4 2021

Oct 08, 2025

BUY
$153.94 - $171.78 $355,447 - $396,640
2,309 New
2,309 $366 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $883B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Basepoint Wealth LLC Portfolio

Follow Basepoint Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Basepoint Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Basepoint Wealth LLC with notifications on news.