Gateway Fund JPM Holdings History
Number of Shares
545,287.00
Current Holdings Value*
$133.76 Mil
% of Portfolio
2.06%
Total Estimate Gain
$122.23 Mil
% of Total Estimate Gain
80.45%
Gateway Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Gateway Trust held 545,287.00 shares of JPMorgan Chase & Co(JPM), totaling $133.76 Mil. This investment constitutes 2.06% of their stock portfolio, and Gateway Trust now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. And since then Gateway Fund has made 2 purchases of JPM, at an average price of $114.14, for a total of 1.33 Mil shares. In addition, there have been 9 sales at an average price of $143.49 for 785,756.00 shares. Based on historical transaction data and JPM's current price of $296.00, Gateway Fund's estimated gain on his JPM holdings is $122.23 Mil, reflecting a 80.45% gain to date.
Gateway Fund JPM ($296.00) Holding Chart
Gateway Fund JPM ($296.00) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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