Basepoint Wealth LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
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|
2025
Q1 | $680K | Buy |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $366K | Buy |
|