JP Morgan Chase’s Gabelli Equity Trust GAB Stock Holding History

JP Morgan Chase’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Buy	69,800 +52,899	+313%	+$317K	﹤0.01%	5173
2025 Q4	$104K	Buy	16,901 +8,501	+101%	+$51.6K	﹤0.01%	5865
2025 Q3	$51.2K	Buy	8,400 +3,900	+87%	+$23.4K	﹤0.01%	6224
2025 Q2	$26.2K	Hold	4,500	–	–	﹤0.01%	6110
2025 Q1	$24.8K	Hold	4,500	–	–	﹤0.01%	6094
2024 Q4	$24.2K	Sell	4,500 -300	-6%	-$1.66K	﹤0.01%	6216
2024 Q3	$26.4K	Sell	4,800 -10,435	-68%	-$56.3K	﹤0.01%	6176
2024 Q2	$79.2K	Buy	15,235 +10,735	+239%	+$57.8K	﹤0.01%	5644
2024 Q1	$24.8K	Sell	4,500 -300	-6%	-$1.59K	﹤0.01%	6169
2023 Q4	$24.4K	Sell	4,800 -146,846	-97%	-$735K	﹤0.01%	6205
2023 Q3	$778K	Buy	151,646 +124,235	+453%	+$683K	﹤0.01%	4235
2023 Q2	$159K	Buy	27,411 +20,838	+317%	+$117K	﹤0.01%	5215
2023 Q1	$38K	Buy	6,573 +2,073	+46%	+$11.9K	﹤0.01%	5808
2022 Q4	$25K	Hold	4,500	–	–	﹤0.01%	5815
2022 Q3	$25K	Hold	4,500	–	–	﹤0.01%	5742
2022 Q2	$27K	Hold	4,500	–	–	﹤0.01%	5825
2022 Q1	$31K	Hold	4,500	–	–	﹤0.01%	5952
2021 Q4	$32K	Hold	4,500	–	–	﹤0.01%	6093
2021 Q3	$30K	Hold	4,500	–	–	﹤0.01%	5962
2021 Q2	$31K	Sell	4,500 -104	-2%	-$729	﹤0.01%	5850
2021 Q1	$31K	Hold	4,604	–	–	﹤0.01%	5636
2020 Q4	$28K	Hold	4,604	–	–	﹤0.01%	5255
2020 Q3	$23K	Hold	4,604	–	–	﹤0.01%	5117
2020 Q2	$23K	Hold	4,604	–	–	﹤0.01%	5008
2020 Q1	$20K	Hold	4,604	–	–	﹤0.01%	4950
2019 Q4	$27K	Sell	4,604 -33	-0.7%	-$196	﹤0.01%	5274
2019 Q3	$27K	Buy	4,637 +33	+0.7%	+$196	﹤0.01%	5340
2019 Q2	$28K	Hold	4,604	–	–	﹤0.01%	5374
2019 Q1	$28K	Hold	4,604	–	–	﹤0.01%	5312
2018 Q4	$23K	Sell	4,604 -5,846	-56%	-$33.5K	﹤0.01%	5294
2018 Q3	$66K	Buy	10,450 +5,846	+127%	+$36.9K	﹤0.01%	5094
2018 Q2	$28K	Hold	4,604	–	–	﹤0.01%	5242
2018 Q1	$28K	Hold	4,604	–	–	﹤0.01%	4991
2017 Q4	$28K	Sell	4,604 -36	-0.8%	-$219	﹤0.01%	5082
2017 Q3	$29K	Hold	4,640	–	–	﹤0.01%	4572
2017 Q2	$28K	Hold	4,640	–	–	﹤0.01%	4468
2017 Q1	$27K	Hold	4,640	–	–	﹤0.01%	4667
2016 Q4	$25K	Hold	4,640	–	–	﹤0.01%	4667
2016 Q3	$25K	Hold	4,640	–	–	﹤0.01%	4158
2016 Q2	$25K	Hold	4,640	–	–	﹤0.01%	4182
2016 Q1	$24K	Hold	4,640	–	–	﹤0.01%	4054
2015 Q4	$24K	Buy	+4,640	New	+$24.9K	﹤0.01%	4052

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase's GAB Position: Q1 2026 in Review

JP Morgan Chase increased its Gabelli Equity Trust (GAB) stake by 313% in Q1 2026, buying an estimated $317K and bringing the position to 69,800 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #5173.

JP Morgan Chase first reported a position in GAB in Q4 2015 and has held it in 42 quarters since. The position peaked at $778K in Q3 2023. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

JP Morgan Chase held 69,800 shares of Gabelli Equity Trust worth $383K as of Q1 2026.
JP Morgan Chase bought 52,899 Gabelli Equity Trust shares in Q1 2026, an estimated $317K.
Gabelli Equity Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5173 holding.
JP Morgan Chase first reported a position in Gabelli Equity Trust in Q4 2015 and has held it in 42 quarters since.
JP Morgan Chase's Gabelli Equity Trust position peaked at $778K in Q3 2023.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.