Mario Gabelli’s JPM Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+1.33 M Shares
Current Position
170,345 Shares
$53.73 M Value

Mario Gabelli's JPM Position Overview

Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 170,345 shares of JPMorgan Chase & Co. (JPM) worth $53.73 M, representing 0.52% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 45,665 shares. Largest reduction occurred in Q3 2015, reducing 179,843 shares.

Analysis based on 13F filings available since 2013 Q2

Mario Gabelli's JPMorgan Chase & Co (JPM) Holding Value Over Time

Track share changes against reported price movement

Quarterly JPMorgan Chase & Co (JPM) Trades by Mario Gabelli

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.33 M Add 0.00% 1.33 M $52.79
Q3 2013 -4,620 Reduce 0.35% 1.33 M $51.69
Q4 2013 -36,294 Reduce 2.73% 1.29 M $58.48
Q1 2014 -49,097 Reduce 3.80% 1.24 M $60.71
Q2 2014 +10,845 Add 0.87% 1.25 M $57.62
Q3 2014 +17,705 Add 1.41% 1.27 M $60.24
Q4 2014 -6,030 Reduce 0.47% 1.27 M $62.58
Q1 2015 -13,616 Reduce 1.08% 1.25 M $60.58
Q2 2015 +35,091 Add 2.80% 1.29 M $67.76
Q3 2015 -179,843 Reduce 13.97% 1.11 M $60.97
Q4 2015 -21,107 Reduce 1.91% 1.09 M $66.03
Q1 2016 -86,690 Reduce 7.98% 999,794 $59.22
Q2 2016 -38,390 Reduce 3.84% 961,404 $62.14
Q3 2016 -7,239 Reduce 0.75% 954,165 $66.59
Q4 2016 -24,263 Reduce 2.54% 929,902 $86.29
Q1 2017 -22,015 Reduce 2.37% 907,887 $87.84
Q2 2017 -8,275 Reduce 0.91% 899,612 $91.40
Q3 2017 +7,637 Add 0.85% 907,249 $95.51
Q4 2017 -119,302 Reduce 13.15% 787,947 $106.94
Q1 2018 -16,360 Reduce 2.08% 771,587 $109.97
Q2 2018 -54,702 Reduce 7.09% 716,885 $104.20
Q3 2018 -23,821 Reduce 3.32% 693,064 $112.84
Q4 2018 -46,698 Reduce 6.74% 646,366 $97.62
Q1 2019 -40,273 Reduce 6.23% 606,093 $101.23
Q2 2019 +31,317 Add 5.17% 637,410 $111.80
Q3 2019 -63,321 Reduce 9.93% 574,089 $117.69
Q4 2019 -19,555 Reduce 3.41% 554,534 $139.40
Q1 2020 -33,115 Reduce 5.97% 521,419 $90.03
Q2 2020 +45,665 Add 8.76% 567,084 $94.06
Q3 2020 -42,622 Reduce 7.52% 524,462 $96.27
Q4 2020 -29,663 Reduce 5.66% 494,799 $127.07
Q1 2021 -17,226 Reduce 3.48% 477,573 $152.23
Q2 2021 -21,225 Reduce 4.44% 456,348 $155.54
Q3 2021 -25,715 Reduce 5.63% 430,633 $163.69
Q4 2021 -12,896 Reduce 2.99% 417,737 $158.35
Q1 2022 -10,664 Reduce 2.55% 407,073 $136.32
Q2 2022 -1,611 Reduce 0.40% 405,462 $112.61
Q3 2022 -18,107 Reduce 4.47% 387,355 $104.50
Q4 2022 -1,039 Reduce 0.27% 386,316 $134.10
Q1 2023 -43,281 Reduce 11.20% 343,035 $130.31
Q2 2023 -48,197 Reduce 14.05% 294,838 $145.44
Q3 2023 -27,603 Reduce 9.36% 267,235 $145.02
Q4 2023 -10,677 Reduce 4.00% 256,558 $170.10
Q1 2024 -5,432 Reduce 2.12% 251,126 $200.30
Q2 2024 -13,386 Reduce 5.33% 237,740 $202.26
Q3 2024 -8,745 Reduce 3.68% 228,995 $210.86
Q4 2024 -11,640 Reduce 5.08% 217,355 $239.71
Q1 2025 -10,618 Reduce 4.89% 206,737 $245.30
Q2 2025 -28,053 Reduce 13.57% 178,684 $289.91
Q3 2025 -8,339 Reduce 4.67% 170,345 $315.43

Mario Gabelli's JPMorgan Chase & Co Investment FAQs

Mario Gabelli first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 1,333,450 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mario Gabelli has held JPMorgan Chase & Co. (JPM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mario Gabelli's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2013, adding 1,333,450 shares worth $70.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 170,345 shares of JPMorgan Chase & Co. (JPM), valued at approximately $53.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.52% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mario Gabelli's peak holding in JPMorgan Chase & Co. (JPM) was 1,333,450 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.