GIA
Gateway Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200M | Sell |
689,807
-18,127
| -3% | -$5.26M | 2.19% | 8 |
|
|
2025
Q1 | $174M | Buy |
707,934
+5,475
| +0.8% | +$1.34M | 1.99% | 8 |
|
|
2024
Q4 | $168M | Sell |
702,459
-322
| -0% | -$77.2K | 1.87% | 10 |
|
|
2024
Q3 | $148M | Sell |
702,781
-275
| -0% | -$58K | 1.63% | 9 |
|
|
2024
Q2 | $142M | Sell |
703,056
-3,198
| -0.5% | -$647K | 1.61% | 10 |
|
|
2024
Q1 | $141M | Sell |
706,254
-63,957
| -8% | -$12.8M | 1.61% | 8 |
|
|
2023
Q4 | $131M | Sell |
770,211
-1,006
| -0.1% | -$171K | 1.53% | 9 |
|
|
2023
Q3 | $112M | Sell |
771,217
-67,476
| -8% | -$9.79M | 1.4% | 11 |
|
|
2023
Q2 | $122M | Sell |
838,693
-1,522
| -0.2% | -$221K | 1.44% | 10 |
|
|
2023
Q1 | $109M | Sell |
840,215
-99,330
| -11% | -$12.9M | 1.34% | 12 |
|
|
2022
Q4 | $126M | Sell |
939,545
-34,647
| -4% | -$4.65M | 1.56% | 9 |
|
|
2022
Q3 | $102M | Sell |
974,192
-67,459
| -6% | -$7.05M | 1.27% | 11 |
|
|
2022
Q2 | $117M | Buy |
1,041,651
+71,499
| +7% | +$8.05M | 1.32% | 10 |
|
|
2022
Q1 | $132M | Sell |
970,152
-107,925
| -10% | -$14.7M | 1.31% | 12 |
|
|
2021
Q4 | $171M | Sell |
1,078,077
-18,929
| -2% | -$3M | 1.63% | 8 |
|
|
2021
Q3 | $180M | Sell |
1,097,006
-12,975
| -1% | -$2.12M | 1.87% | 6 |
|
|
2021
Q2 | $173M | Sell |
1,109,981
-2,743
| -0.2% | -$427K | 1.77% | 6 |
|
|
2021
Q1 | $169M | Sell |
1,112,724
-36,998
| -3% | -$5.63M | 1.83% | 6 |
|
|
2020
Q4 | $146M | Sell |
1,149,722
-38,251
| -3% | -$4.86M | 1.6% | 7 |
|
|
2020
Q3 | $114M | Sell |
1,187,973
-163,919
| -12% | -$15.8M | 1.32% | 10 |
|
|
2020
Q2 | $127M | Sell |
1,351,892
-62,643
| -4% | -$5.89M | 1.5% | 10 |
|
|
2020
Q1 | $127M | Sell |
1,414,535
-48,343
| -3% | -$4.35M | 1.57% | 10 |
|
|
2019
Q4 | $204M | Sell |
1,462,878
-99,686
| -6% | -$13.9M | 2.01% | 4 |
|
|
2019
Q3 | $184M | Sell |
1,562,564
-130,930
| -8% | -$15.4M | 1.85% | 5 |
|
|
2019
Q2 | $189M | Sell |
1,693,494
-113,812
| -6% | -$12.7M | 1.71% | 8 |
|
|
2019
Q1 | $183M | Sell |
1,807,306
-26,927
| -1% | -$2.73M | 1.62% | 9 |
|
|
2018
Q4 | $179M | Buy |
1,834,233
+2,777
| +0.2% | +$271K | 1.69% | 7 |
|
|
2018
Q3 | $207M | Sell |
1,831,456
-99,233
| -5% | -$11.2M | 1.73% | 8 |
|
|
2018
Q2 | $201M | Sell |
1,930,689
-22,382
| -1% | -$2.33M | 1.78% | 8 |
|
|
2018
Q1 | $215M | Sell |
1,953,071
-86,906
| -4% | -$9.56M | 1.9% | 6 |
|
|
2017
Q4 | $218M | Sell |
2,039,977
-86,420
| -4% | -$9.24M | 1.85% | 7 |
|
|
2017
Q3 | $203M | Sell |
2,126,397
-7,889
| -0.4% | -$753K | 1.76% | 6 |
|
|
2017
Q2 | $195M | Buy |
2,134,286
+25,671
| +1% | +$2.35M | 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% | -$15.4M | 1.83% | 5 |
|
|
2016
Q3 | $163M | Sell |
2,443,507
-22,955
| -0.9% | -$1.53M | 1.44% | 10 |
|
|
2016
Q2 | $153M | Sell |
2,466,462
-1,923
| -0.1% | -$119K | 1.31% | 12 |
|
|
2016
Q1 | $146M | Sell |
2,468,385
-121,881
| -5% | -$7.22M | 1.27% | 12 |
|
|
2015
Q4 | $171M | Buy |
2,590,266
+125,120
| +5% | +$8.26M | 1.43% | 12 |
|
|
2015
Q3 | $150M | Buy |
2,465,146
+80,494
| +3% | +$4.91M | 1.34% | 10 |
|
|
2015
Q2 | $162M | Sell |
2,384,652
-9,856
| -0.4% | -$668K | 1.35% | 9 |
|
|
2015
Q1 | $145M | Sell |
2,394,508
-118,555
| -5% | -$7.18M | 1.2% | 12 |
|
|
2014
Q4 | $157M | Sell |
2,513,063
-238,933
| -9% | -$15M | 1.3% | 10 |
|
|
2014
Q3 | $166M | Sell |
2,751,996
-82,285
| -3% | -$4.96M | 1.31% | 10 |
|
|
2014
Q2 | $163M | Sell |
2,834,281
-156,983
| -5% | -$9.05M | 1.28% | 9 |
|
|
2014
Q1 | $182M | Sell |
2,991,264
-231,343
| -7% | -$14M | 1.47% | 8 |
|
|
2013
Q4 | $188M | Sell |
3,222,607
-13,831
| -0.4% | -$809K | 1.51% | 8 |
|
|
2013
Q3 | $167M | Buy |
3,236,438
+54,035
| +2% | +$2.79M | 1.42% | 10 |
|
|
2013
Q2 | $168M | Buy |
+3,182,403
| New | +$168M | 1.46% | 12 |
|