Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$691,648
-$6,393 QoQ
Shares Held
2,113
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#4,009
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Basepoint Wealth LLC holds $2,243,674 across 10 Banks - Diversified names. JPM ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
6,826 | $987,107 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,113 | $691,648 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,917 | $323,700 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,225 | $126,780 | |
| 5 | C |
Citigroup Inc
|
310 | $43,387 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
818 | $19,288 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,397 | $19,278 | |
| 8 | BCS |
Barclays PLC
|
649 | $17,432 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,648 | 2,113 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $698,041 | 2,373 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $778,161 | 2,415 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $765,233 | 2,426 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $756,375 | 2,609 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $679,726 | 2,771 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $661,359 | 2,759 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $619,084 | 2,936 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $682,222 | 3,373 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $689,032 | 3,440 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $562,860 | 3,309 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $459,568 | 3,169 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $430,793 | 2,962 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $376,856 | 2,892 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $382,050 | 2,849 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $206,178 | 1,973 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $209,679 | 1,862 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $315,308 | 2,313 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $365,630 | 2,309 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||