GAMCO Investors’s JPMorgan Chase JPM Stock Holding History

GAMCO Investors’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	$48.2M	Sell	163,800 -7,122	-4%	-$2.16M	0.47%	50
2025 Q4	$55.1M	Buy	170,922 +577	+0.3%	+$179K	0.53%	39
2025 Q3	$53.7M	Sell	170,345 -8,339	-5%	-$2.48M	0.52%	45
2025 Q2	$51.8M	Sell	178,684 -28,053	-14%	-$7.16M	0.51%	44
2025 Q1	$50.7M	Sell	206,737 -10,618	-5%	-$2.71M	0.56%	38
2024 Q4	$52.1M	Sell	217,355 -11,640	-5%	-$2.71M	0.55%	41
2024 Q3	$48.3M	Sell	228,995 -8,745	-4%	-$1.84M	0.49%	45
2024 Q2	$48.1M	Sell	237,740 -13,386	-5%	-$2.62M	0.52%	44
2024 Q1	$50.3M	Sell	251,126 -5,432	-2%	-$980K	0.51%	47
2023 Q4	$43.6M	Sell	256,558 -10,677	-4%	-$1.62M	0.47%	53
2023 Q3	$38.8M	Sell	267,235 -27,603	-9%	-$4.14M	0.45%	61
2023 Q2	$42.9M	Sell	294,838 -48,197	-14%	-$6.63M	0.45%	61
2023 Q1	$44.7M	Sell	343,035 -43,281	-11%	-$5.93M	0.48%	53
2022 Q4	$51.8M	Sell	386,316 -1,039	-0.3%	-$132K	0.56%	39
2022 Q3	$40.5M	Sell	387,355 -18,107	-4%	-$2.08M	0.48%	50
2022 Q2	$45.7M	Sell	405,462 -1,611	-0.4%	-$200K	0.5%	48
2022 Q1	$55.5M	Sell	407,073 -10,664	-3%	-$1.57M	0.5%	52
2021 Q4	$66.1M	Sell	417,737 -12,896	-3%	-$2.12M	0.57%	41
2021 Q3	$70.5M	Sell	430,633 -25,715	-6%	-$4.03M	0.62%	35
2021 Q2	$71M	Sell	456,348 -21,225	-4%	-$3.33M	0.6%	39
2021 Q1	$72.7M	Sell	477,573 -17,226	-3%	-$2.48M	0.64%	37
2020 Q4	$62.9M	Sell	494,799 -29,663	-6%	-$3.32M	0.59%	38
2020 Q3	$50.5M	Sell	524,462 -42,622	-8%	-$4.19M	0.56%	43
2020 Q2	$53.3M	Buy	567,084 +45,665	+9%	+$4.33M	0.61%	40
2020 Q1	$46.9M	Sell	521,419 -33,115	-6%	-$4.02M	0.55%	44
2019 Q4	$77.3M	Sell	554,534 -19,555	-3%	-$2.51M	0.62%	41
2019 Q3	$67.6M	Sell	574,089 -63,321	-10%	-$7.16M	0.56%	39
2019 Q2	$71.3M	Buy	637,410 +31,317	+5%	+$3.45M	0.54%	54
2019 Q1	$61.4M	Sell	606,093 -40,273	-6%	-$4.15M	0.47%	64
2018 Q4	$63.1M	Sell	646,366 -46,698	-7%	-$4.98M	0.53%	50
2018 Q3	$78.2M	Sell	693,064 -23,821	-3%	-$2.7M	0.53%	55
2018 Q2	$74.7M	Sell	716,885 -54,702	-7%	-$6M	0.51%	56
2018 Q1	$84.9M	Sell	771,587 -16,360	-2%	-$1.85M	0.57%	51
2017 Q4	$84.3M	Sell	787,947 -119,302	-13%	-$12.1M	0.53%	56
2017 Q3	$86.7M	Buy	907,249 +7,637	+0.8%	+$704K	0.54%	53
2017 Q2	$82.2M	Sell	899,612 -8,275	-0.9%	-$714K	0.53%	58
2017 Q1	$79.7M	Sell	907,887 -22,015	-2%	-$1.94M	0.51%	62
2016 Q4	$80.2M	Sell	929,902 -24,263	-3%	-$1.85M	0.51%	64
2016 Q3	$63.5M	Sell	954,165 -7,239	-0.8%	-$472K	0.41%	84
2016 Q2	$59.7M	Sell	961,404 -38,390	-4%	-$2.4M	0.4%	86
2016 Q1	$59.2M	Sell	999,794 -86,690	-8%	-$5.06M	0.39%	89
2015 Q4	$71.7M	Sell	1,086,484 -21,107	-2%	-$1.37M	0.47%	65
2015 Q3	$67.5M	Sell	1,107,591 -179,843	-14%	-$11.8M	0.44%	71
2015 Q2	$87.2M	Buy	1,287,434 +35,091	+3%	+$2.29M	0.47%	68
2015 Q1	$75.9M	Sell	1,252,343 -13,616	-1%	-$806K	0.4%	80
2014 Q4	$79.2M	Sell	1,265,959 -6,030	-0.5%	-$363K	0.41%	75
2014 Q3	$76.6M	Buy	1,271,989 +17,705	+1%	+$1.03M	0.41%	74
2014 Q2	$72.3M	Buy	1,254,284 +10,845	+0.9%	+$610K	0.38%	81
2014 Q1	$75.5M	Sell	1,243,439 -49,097	-4%	-$2.84M	0.41%	73
2013 Q4	$75.6M	Sell	1,292,536 -36,294	-3%	-$1.99M	0.41%	74
2013 Q3	$68.7M	Sell	1,328,830 -4,620	-0.3%	-$248K	0.4%	74
2013 Q2	$70.4M	Buy	+1,333,450	New	+$67.8M	0.44%	67

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GAMCO Investors's JPM Position: Q1 2026 in Review

GAMCO Investors reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $2.16M and leaving 163,800 shares worth $48.2M. The position accounts for 0.47% of the portfolio, ranked #50.

GAMCO Investors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $87.2M in Q2 2015. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

GAMCO Investors held 163,800 shares of JPMorgan Chase worth $48.2M as of Q1 2026.
GAMCO Investors sold 7,122 JPMorgan Chase shares in Q1 2026, an estimated $2.16M.
JPMorgan Chase made up 0.47% of GAMCO Investors's portfolio in Q1 2026, its #50 holding.
GAMCO Investors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
GAMCO Investors's JPMorgan Chase position peaked at $87.2M in Q2 2015.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.