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Gateway Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Gateway Investment Advisers’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
Q2 		$182M Sell
557,205
-22,424
-4% -$6.96M 1.8% 9
2026
Q1 		$171M Sell
579,629
-102,427
-15% -$31.1M 1.9% 8
2025
Q4 		$220M Sell
682,056
-13,363
-2% -$4.14M 2.04% 9
2025
Q3 		$219M Buy
695,419
+5,612
+0.8% +$1.67M 2.12% 9
2025
Q2 		$200M Sell
689,807
-18,127
-3% -$4.63M 2.19% 8
2025
Q1 		$174M Buy
707,934
+5,475
+0.8% +$1.4M 1.99% 8
2024
Q4 		$168M Sell
702,459
-322
-0% -$75K 1.87% 10
2024
Q3 		$148M Sell
702,781
-275
-0% -$57.9K 1.63% 9
2024
Q2 		$142M Sell
703,056
-3,198
-0.5% -$625K 1.61% 10
2024
Q1 		$141M Sell
706,254
-63,957
-8% -$11.5M 1.61% 8
2023
Q4 		$131M Sell
770,211
-1,006
-0.1% -$152K 1.53% 9
2023
Q3 		$112M Sell
771,217
-67,476
-8% -$10.1M 1.4% 11
2023
Q2 		$122M Sell
838,693
-1,522
-0.2% -$209K 1.44% 10
2023
Q1 		$109M Sell
840,215
-99,330
-11% -$13.6M 1.34% 12
2022
Q4 		$126M Sell
939,545
-34,647
-4% -$4.39M 1.56% 9
2022
Q3 		$102M Sell
974,192
-67,459
-6% -$7.74M 1.27% 11
2022
Q2 		$117M Buy
1,041,651
+71,499
+7% +$8.86M 1.32% 10
2022
Q1 		$132M Sell
970,152
-107,925
-10% -$15.9M 1.31% 12
2021
Q4 		$171M Sell
1,078,077
-18,929
-2% -$3.11M 1.63% 8
2021
Q3 		$180M Sell
1,097,006
-12,975
-1% -$2.03M 1.87% 6
2021
Q2 		$173M Sell
1,109,981
-2,743
-0.2% -$431K 1.77% 6
2021
Q1 		$169M Sell
1,112,724
-36,998
-3% -$5.32M 1.83% 6
2020
Q4 		$146M Sell
1,149,722
-38,251
-3% -$4.28M 1.6% 7
2020
Q3 		$114M Sell
1,187,973
-163,919
-12% -$16.1M 1.32% 10
2020
Q2 		$127M Sell
1,351,892
-62,643
-4% -$5.94M 1.5% 10
2020
Q1 		$127M Sell
1,414,535
-48,343
-3% -$5.87M 1.57% 10
2019
Q4 		$204M Sell
1,462,878
-99,686
-6% -$12.8M 2.01% 4
2019
Q3 		$184M Sell
1,562,564
-130,930
-8% -$14.8M 1.85% 5
2019
Q2 		$189M Sell
1,693,494
-113,812
-6% -$12.5M 1.71% 8
2019
Q1 		$183M Sell
1,807,306
-26,927
-1% -$2.77M 1.62% 9
2018
Q4 		$179M Buy
1,834,233
+2,777
+0.2% +$296K 1.69% 7
2018
Q3 		$207M Sell
1,831,456
-99,233
-5% -$11.3M 1.73% 8
2018
Q2 		$201M Sell
1,930,689
-22,382
-1% -$2.46M 1.78% 8
2018
Q1 		$215M Sell
1,953,071
-86,906
-4% -$9.84M 1.9% 6
2017
Q4 		$218M Sell
2,039,977
-86,420
-4% -$8.75M 1.85% 7
2017
Q3 		$203M Sell
2,126,397
-7,889
-0.4% -$728K 1.76% 6
2017
Q2 		$195M Buy
2,134,286
+25,671
+1% +$2.22M 1.75% 7
2017
Q1 		$185M Sell
2,108,615
-156,869
-7% -$13.8M 1.7% 7
2016
Q4 		$195M Sell
2,265,484
-178,023
-7% -$13.6M 1.83% 5
2016
Q3 		$163M Sell
2,443,507
-22,955
-0.9% -$1.5M 1.44% 10
2016
Q2 		$153M Sell
2,466,462
-1,923
-0.1% -$120K 1.31% 12
2016
Q1 		$146M Sell
2,468,385
-121,881
-5% -$7.12M 1.27% 12
2015
Q4 		$171M Buy
2,590,266
+125,120
+5% +$8.15M 1.43% 12
2015
Q3 		$150M Buy
2,465,146
+80,494
+3% +$5.27M 1.34% 10
2015
Q2 		$162M Sell
2,384,652
-9,856
-0.4% -$643K 1.35% 9
2015
Q1 		$145M Sell
2,394,508
-118,555
-5% -$7.02M 1.2% 12
2014
Q4 		$157M Sell
2,513,063
-238,933
-9% -$14.4M 1.3% 10
2014
Q3 		$166M Sell
2,751,996
-82,285
-3% -$4.81M 1.31% 10
2014
Q2 		$163M Sell
2,834,281
-156,983
-5% -$8.83M 1.28% 9
2014
Q1 		$182M Sell
2,991,264
-231,343
-7% -$13.4M 1.47% 8
2013
Q4 		$188M Sell
3,222,607
-13,831
-0.4% -$758K 1.51% 8
2013
Q3 		$167M Buy
3,236,438
+54,035
+2% +$2.9M 1.42% 10
2013
Q2 		$168M Buy
+3,182,403
New +$162M 1.46% 12

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Gateway Investment Advisers's JPM Position: Q2 2026 in Review

Gateway Investment Advisers reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $6.96M and leaving 557,205 shares worth $182M. The position accounts for 1.8% of the portfolio, ranked #9.

Gateway Investment Advisers first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $220M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gateway Investment Advisers held 557,205 shares of JPMorgan Chase worth $182M as of Q2 2026.
  • Gateway Investment Advisers sold 22,424 JPMorgan Chase shares in Q2 2026, an estimated $6.96M.
  • JPMorgan Chase made up 1.8% of Gateway Investment Advisers's portfolio in Q2 2026, its #9 holding.
  • Gateway Investment Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Gateway Investment Advisers's JPMorgan Chase position peaked at $220M in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.