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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