Gateway Advisory’s JPMorgan Chase JPM Stock Holding History

Gateway Advisory’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
2024 Q3	$1.97M	Sell	9,343 -779	-8%	-$164K	0.32%	46
2024 Q2	$2.05M	Buy	10,122 +588	+6%	+$115K	0.35%	47
2024 Q1	$1.91M	Sell	9,534 -1,989	-17%	-$359K	0.34%	47
2023 Q4	$1.96M	Buy	11,523 +764	+7%	+$116K	0.38%	45
2023 Q3	$1.56M	Sell	10,759 -1,195	-10%	-$179K	0.32%	38
2023 Q2	$1.74M	Buy	11,954 +4,905	+70%	+$675K	0.37%	33
2023 Q1	$919K	Sell	7,049 -285	-4%	-$39K	0.2%	46
2022 Q4	$984K	Buy	7,334 +6	+0.1%	+$760	0.25%	41
2022 Q3	$766K	Buy	7,328 +6	+0.1%	+$689	0.19%	42
2022 Q2	$824K	Buy	7,322 +748	+11%	+$92.7K	0.35%	32
2022 Q1	$896K	Buy	+6,574	New	+$970K	0.24%	41
2018 Q1	–	Sell	-2,026	Closed	-$217K	–	86
2017 Q4	$217K	Buy	+2,026	New	+$205K	0.06%	85
2017 Q3	–	Sell	-7,785	Closed	-$712K	–	78
2017 Q2	$712K	Buy	7,785 +4	+0.1%	+$345	0.22%	48
2017 Q1	$657K	Sell	7,781 -226	-3%	-$19.9K	0.21%	50
2016 Q4	$691K	Sell	8,007 -29,766	-79%	-$2.27M	0.24%	32
2016 Q3	$2.52M	Buy	+37,773	New	+$2.46M	0.91%	21

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gateway Advisory's JPM Position: Q3 2024 in Review

Gateway Advisory reduced its JPMorgan Chase (JPM) stake by 7.7% in Q3 2024, selling an estimated $164K and leaving 9,343 shares worth $1.97M. The position accounts for 0.32% of the portfolio, ranked #46.

Gateway Advisory first reported a position in JPM in Q3 2016 and has held it in 16 quarters since. The position peaked at $2.52M in Q3 2016. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Gateway Advisory held 9,343 shares of JPMorgan Chase worth $1.97M as of Q3 2024.
Gateway Advisory sold 779 JPMorgan Chase shares in Q3 2024, an estimated $164K.
JPMorgan Chase made up 0.32% of Gateway Advisory's portfolio in Q3 2024, its #46 holding.
Gateway Advisory first reported a position in JPMorgan Chase in Q3 2016 and has held it in 16 quarters since.
Gateway Advisory's JPMorgan Chase position peaked at $2.52M in Q3 2016.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.