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Gateway Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Gateway Wealth Partners’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 		$6.39M Sell
19,528
-6,215
-24% -$1.93M 0.38% 69
2026
Q1 		$7.57M Buy
25,743
+19,054
+285% +$5.78M 0.3% 99
2025
Q4 		$2.16M Buy
6,689
+249
+4% +$77.1K 0.24% 115
2025
Q3 		$2.03M Buy
6,440
+822
+15% +$244K 0.27% 98
2025
Q2 		$1.63M Buy
5,618
+285
+5% +$72.7K 0.31% 90
2025
Q1 		$1.31M Buy
5,333
+330
+7% +$84.1K 0.29% 89
2024
Q4 		$1.2M Sell
5,003
-87
-2% -$20.3K 0.31% 80
2024
Q3 		$1.07M Sell
5,090
-185
-4% -$39K 0.3% 85
2024
Q2 		$1.07M Sell
5,275
-98
-2% -$19.2K 0.32% 77
2024
Q1 		$1.08M Buy
5,373
+40
+0.8% +$7.22K 0.39% 69
2023
Q4 		$907K Sell
5,333
-3,615
-40% -$548K 0.37% 72
2023
Q3 		$1.3M Buy
8,948
+532
+6% +$79.7K 0.23% 69
2023
Q2 		$1.22M Buy
8,416
+819
+11% +$113K 0.22% 70
2023
Q1 		$990K Buy
7,597
+1,620
+27% +$222K 0.15% 76
2022
Q4 		$801K Buy
+5,977
New +$757K 0.14% 77

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gateway Wealth Partners's JPM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $1.93M and leaving 19,528 shares worth $6.39M. The position accounts for 0.38% of the portfolio, ranked #69.

Gateway Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.57M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gateway Wealth Partners held 19,528 shares of JPMorgan Chase worth $6.39M as of Q2 2026.
  • Gateway Wealth Partners sold 6,215 JPMorgan Chase shares in Q2 2026, an estimated $1.93M.
  • JPMorgan Chase made up 0.38% of Gateway Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Gateway Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's JPMorgan Chase position peaked at $7.57M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.