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Basepoint Wealth’s JPMorgan Chase JPM Stock Holding History

Basepoint Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$698K Sell
2,373
-42
-2% -$12.7K 0.4% 40
2025
Q4 		$778K Sell
2,415
-11
-0.5% -$3.41K 0.47% 32
2025
Q3 		$765K Sell
2,426
-183
-7% -$54.4K 0.54% 33
2025
Q2 		$756K Sell
2,609
-162
-6% -$41.3K 0.58% 33
2025
Q1 		$680K Buy
2,771
+12
+0.4% +$3.06K 0.53% 39
2024
Q4 		$661K Sell
2,759
-177
-6% -$41.2K 0.53% 44
2024
Q3 		$619K Sell
2,936
-437
-13% -$92K 0.46% 55
2024
Q2 		$682K Sell
3,373
-67
-2% -$13.1K 0.54% 46
2024
Q1 		$689K Buy
3,440
+131
+4% +$23.6K 0.52% 48
2023
Q4 		$563K Buy
3,309
+140
+4% +$21.2K 0.45% 54
2023
Q3 		$460K Buy
3,169
+207
+7% +$31K 0.37% 63
2023
Q2 		$431K Buy
2,962
+70
+2% +$9.63K 0.36% 65
2023
Q1 		$377K Buy
2,892
+43
+2% +$5.89K 0.31% 68
2022
Q4 		$382K Buy
2,849
+876
+44% +$111K 0.34% 65
2022
Q3 		$206K Buy
1,973
+111
+6% +$12.7K 0.22% 79
2022
Q2 		$210K Sell
1,862
-451
-19% -$55.9K 0.22% 79
2022
Q1 		$315K Buy
2,313
+4
+0.2% +$590 0.29% 55
2021
Q4 		$366K Buy
+2,309
New +$379K 0.36% 49

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Basepoint Wealth's JPM Position: Q1 2026 in Review

Basepoint Wealth reduced its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, selling an estimated $12.7K and leaving 2,373 shares worth $698K. The position accounts for 0.4% of the portfolio, ranked #40.

Basepoint Wealth first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $778K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Basepoint Wealth held 2,373 shares of JPMorgan Chase worth $698K as of Q1 2026.
  • Basepoint Wealth sold 42 JPMorgan Chase shares in Q1 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.4% of Basepoint Wealth's portfolio in Q1 2026, its #40 holding.
  • Basepoint Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's JPMorgan Chase position peaked at $778K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.