Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$182,389,912
+$11,886,246 QoQ
Shares Held
557,205
-3.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#285
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $329,094,930 across 6 Banks - Diversified names. JPM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
557,205 | $182,389,912 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,465,013 | $83,476,440 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
730,317 | $60,353,396 | |
| 4 | C |
Citigroup Inc
|
10,890 | $1,524,164 | |
| 5 | UBS |
UBS Group AG
|
14,763 | $731,654 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,283 | $619,364 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,389,912 | 557,205 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $170,503,666 | 579,629 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $219,772,084 | 682,056 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $219,356,015 | 695,419 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $199,981,947 | 689,807 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $173,656,210 | 707,934 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $168,386,446 | 702,459 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $148,188,401 | 702,781 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $142,200,106 | 703,056 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $141,462,676 | 706,254 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $131,012,891 | 770,211 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $111,841,889 | 771,217 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $121,979,509 | 838,693 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $109,488,416 | 840,215 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $125,992,984 | 939,545 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $101,803,064 | 974,192 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $117,300,319 | 1,041,651 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $132,251,120 | 970,152 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $170,713,492 | 1,078,077 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $179,568,912 | 1,097,006 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $172,646,444 | 1,109,981 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $169,389,974 | 1,112,724 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $146,095,174 | 1,149,722 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $114,366,160 | 1,187,973 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $127,158,961 | 1,351,892 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $127,350,586 | 1,414,535 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||