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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Gateway Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
19,528
Value
$6.39M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of JPM by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,528$6.39M0.4%−6,215−24.1%ReducedHolders
Q1 202625,743$7.57M0.3%+19,054+284.9%AddedHolders
Q4 20256,689$2.16M0.2%+249+3.9%AddedHolders
Q3 20256,440$2.03M0.3%+822+14.6%AddedHolders
Q2 20255,618$1.63M0.3%+285+5.3%AddedHolders
Q1 20255,333$1.31M0.3%+330+6.6%AddedHolders
Q4 20245,003$1.20M0.3%−87−1.7%ReducedHolders
Q3 20245,090$1.07M0.3%−185−3.5%ReducedHolders
Q2 20245,275$1.07M0.3%−98−1.8%ReducedHolders
Q1 20245,373$1.08M0.4%+40+0.8%AddedHolders
Q4 20235,333$907.2K0.4%−3,615−40.4%ReducedHolders
Q3 20238,948$1.30M0.2%+532+6.3%AddedHolders
Q2 20238,416$1.22M0.2%+819+10.8%AddedHolders
Q1 20237,597$990.0K0.2%+1,620+27.1%AddedHolders
Q4 20225,977$801.5K0.1%–No prior filingHolders