A detailed history of Basepoint Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Basepoint Wealth LLC holds 2,426 shares of JPM stock, worth $728,697. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,426
Previous 2,609 7.01%
Holding current value
$728,697
Previous $756 Million 1.19%
% of portfolio
0.54%
Previous 0.58%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$282.78 - $316.06 $51,748 - $57,838
-183 Reduced 7.01%
2,426 $765 Million
Q2 2025

Oct 16, 2025

SELL
$210.28 - $289.91 $34,065 - $46,965
-162 Reduced 5.85%
2,609 $756 Million
Q1 2025

Oct 16, 2025

BUY
$225.19 - $279.95 $2,702 - $3,359
12 Added 0.43%
2,771 $680 Million
Q4 2024

Oct 16, 2025

SELL
$205.18 - $250.29 $36,316 - $44,301
-177 Reduced 6.03%
2,759 $661 Million
Q3 2024

Oct 16, 2025

SELL
$194.9 - $224.8 $85,171 - $98,237
-437 Reduced 12.96%
2,936 $619 Million
Q2 2024

Oct 16, 2025

SELL
$180.08 - $204.79 $12,065 - $13,720
-67 Reduced 1.95%
3,373 $682 Million
Q1 2024

Oct 16, 2025

BUY
$167.09 - $200.3 $21,888 - $26,239
131 Added 3.96%
3,440 $689 Million
Q4 2023

Oct 16, 2025

BUY
$135.69 - $170.3 $18,996 - $23,842
140 Added 4.42%
3,309 $563 Million
Q3 2023

Oct 16, 2025

BUY
$143.21 - $158.0 $29,644 - $32,706
207 Added 6.99%
3,169 $460 Million
Q2 2023

Oct 15, 2025

BUY
$127.47 - $145.44 $8,922 - $10,180
70 Added 2.42%
2,962 $431 Million
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 $881B
  • 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
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