Gabelli Funds’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$87.5M Sell
297,483
-33,400
-10% -$10.1M 0.59% 30
2025
Q4
$107M Sell
330,883
-10,921
-3% -$3.38M 0.72% 24
2025
Q3
$108M Sell
341,804
-12,334
-3% -$3.67M 0.73% 22
2025
Q2
$103M Sell
354,138
-6,112
-2% -$1.56M 0.73% 21
2025
Q1
$88.4M Sell
360,250
-20,535
-5% -$5.24M 0.67% 23
2024
Q4
$91.3M Sell
380,785
-19,865
-5% -$4.63M 0.69% 28
2024
Q3
$84.5M Sell
400,650
-30,497
-7% -$6.42M 0.61% 28
2024
Q2
$87.2M Sell
431,147
-7,075
-2% -$1.38M 0.66% 26
2024
Q1
$87.8M Sell
438,222
-925
-0.2% -$167K 0.65% 28
2023
Q4
$74.7M Sell
439,147
-2,925
-0.7% -$443K 0.58% 30
2023
Q3
$64.1M Sell
442,072
-800
-0.2% -$120K 0.52% 34
2023
Q2
$64.4M Sell
442,872
-1,150
-0.3% -$158K 0.49% 41
2023
Q1
$57.9M Sell
444,022
-9,495
-2% -$1.3M 0.44% 46
2022
Q4
$60.8M Buy
453,517
+1,450
+0.3% +$184K 0.47% 42
2022
Q3
$47.2M Sell
452,067
-6,450
-1% -$740K 0.39% 54
2022
Q2
$51.6M Sell
458,517
-38,125
-8% -$4.72M 0.4% 50
2022
Q1
$67.7M Buy
496,642
+2,525
+0.5% +$373K 0.44% 48
2021
Q4
$78.2M Sell
494,117
-2,500
-0.5% -$411K 0.49% 36
2021
Q3
$81.3M Sell
496,617
-6,550
-1% -$1.03M 0.54% 36
2021
Q2
$78.3M Sell
503,167
-7,800
-2% -$1.23M 0.5% 39
2021
Q1
$77.8M Sell
510,967
-24,800
-5% -$3.57M 0.52% 38
2020
Q4
$68.1M Sell
535,767
-8,450
-2% -$944K 0.49% 44
2020
Q3
$52.4M Sell
544,217
-48,500
-8% -$4.76M 0.41% 57
2020
Q2
$55.8M Sell
592,717
-84,400
-12% -$8.01M 0.45% 52
2020
Q1
$61M Buy
677,117
+33,000
+5% +$4.01M 0.54% 39
2019
Q4
$89.8M Sell
644,117
-33,100
-5% -$4.25M 0.58% 26
2019
Q3
$79.7M Sell
677,217
-32,200
-5% -$3.64M 0.53% 33
2019
Q2
$79.3M Sell
709,417
-2,400
-0.3% -$265K 0.51% 39
2019
Q1
$72.1M Sell
711,817
-13,800
-2% -$1.42M 0.45% 43
2018
Q4
$70.8M Sell
725,617
-36,100
-5% -$3.85M 0.49% 38
2018
Q3
$86M Sell
761,717
-34,000
-4% -$3.86M 0.49% 37
2018
Q2
$82.9M Sell
795,717
-16,200
-2% -$1.78M 0.49% 33
2018
Q1
$89.3M Sell
811,917
-47,600
-6% -$5.39M 0.53% 34
2017
Q4
$91.9M Sell
859,517
-350,683
-29% -$35.5M 0.53% 32
2017
Q3
$116M Buy
1,210,200
+35,500
+3% +$3.27M 0.66% 16
2017
Q2
$107M Sell
1,174,700
-10,800
-0.9% -$932K 0.64% 20
2017
Q1
$104M Buy
1,185,500
+3,500
+0.3% +$309K 0.61% 25
2016
Q4
$102M Sell
1,182,000
-45,700
-4% -$3.48M 0.6% 21
2016
Q3
$81.8M Buy
1,227,700
+23,700
+2% +$1.55M 0.49% 43
2016
Q2
$74.8M Buy
1,204,000
+2,600
+0.2% +$162K 0.44% 47
2016
Q1
$71.1M Sell
1,201,400
-144,400
-11% -$8.43M 0.43% 57
2015
Q4
$88.9M Sell
1,345,800
-43,000
-3% -$2.8M 0.54% 29
2015
Q3
$84.7M Sell
1,388,800
-900
-0.1% -$58.9K 0.5% 34
2015
Q2
$94.2M Buy
1,389,700
+99,400
+8% +$6.49M 0.49% 33
2015
Q1
$78.2M Sell
1,290,300
-36,800
-3% -$2.18M 0.4% 60
2014
Q4
$83M Buy
1,327,100
+12,000
+0.9% +$722K 0.4% 61
2014
Q3
$79.2M Buy
1,315,100
+27,000
+2% +$1.58M 0.4% 57
2014
Q2
$74.2M Sell
1,288,100
-42,700
-3% -$2.4M 0.37% 75
2014
Q1
$80.8M Sell
1,330,800
-7,300
-0.5% -$422K 0.42% 52
2013
Q4
$78.3M Sell
1,338,100
-25,588
-2% -$1.4M 0.42% 54
2013
Q3
$70.5M Sell
1,363,688
-2,000
-0.1% -$107K 0.4% 57
2013
Q2
$72.1M Buy
+1,365,688
New +$69.4M 0.44% 46

Other funds holding JPM

Gabelli Funds's JPM Position: Q1 2026 in Review

Gabelli Funds reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $10.1M and leaving 297,483 shares worth $87.5M. The position accounts for 0.59% of the portfolio, ranked #30.

Gabelli Funds first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $116M in Q3 2017. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Gabelli Funds held 297,483 shares of JPMorgan Chase worth $87.5M as of Q1 2026.
  • Gabelli Funds sold 33,400 JPMorgan Chase shares in Q1 2026, an estimated $10.1M.
  • JPMorgan Chase made up 0.59% of Gabelli Funds's portfolio in Q1 2026, its #30 holding.
  • Gabelli Funds first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Gabelli Funds's JPMorgan Chase position peaked at $116M in Q3 2017.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gabelli Funds's 13F filing for Q1 2026, filed 14 May 2026.