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Livermore
Livermore
ZHEN

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Basepoint Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,113
Value
$691.8K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of JPM by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,113$691.8K0.4%−260−11.0%ReducedHolders
Q1 20262,373$698.0K0.4%−42−1.7%ReducedHolders
Q4 20252,415$778.4K0.5%−11−0.5%ReducedHolders
Q3 20252,426$765.3K0.5%−183−7.0%ReducedHolders
Q2 20252,609$756.3K0.6%−162−5.8%ReducedHolders
Q1 20252,771$679.6K0.5%+12+0.4%AddedHolders
Q4 20242,759$661.4K0.5%−177−6.0%ReducedHolders
Q3 20242,936$619.1K0.5%−437−13.0%ReducedHolders
Q2 20243,373$682.2K0.5%−67−1.9%ReducedHolders
Q1 20243,440$689.0K0.5%+131+4.0%AddedHolders
Q4 20233,309$562.9K0.5%+140+4.4%AddedHolders
Q3 20233,169$459.5K0.4%+207+7.0%AddedHolders
Q2 20232,962$430.8K0.4%+70+2.4%AddedHolders
Q1 20232,892$376.9K0.3%+43+1.5%AddedHolders
Q4 20222,849$382.1K0.3%+876+44.4%AddedHolders
Q3 20221,973$206.1K0.2%+111+6.0%AddedHolders
Q2 20221,862$209.7K0.2%−451−19.5%ReducedHolders
Q1 20222,313$315.3K0.3%+4+0.2%AddedHolders
Q4 20212,309$365.6K0.4%–No prior filingHolders