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Disclosery

Gateway Advisory, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gateway Advisory, LLC on JPM, newest first. How the timeline and the estimate are built.

Gateway Advisory, LLC held 9,343 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 9,343 shares
    Change vs previous 13F -779 shares

    0.32% of the 13F portfolio, value $1,969,993.

    13F-HR 0001512404-24-000006 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 10,122 shares
    Change vs previous 13F +588 shares

    0.35% of the 13F portfolio, value $2,047,343.

    13F-HR 0001512404-24-000004 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 9,534 shares
    Change vs previous 13F -1,989 shares

    0.33% of the 13F portfolio, value $1,909,628.

    13F-HR 0001512404-24-000003 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 11,523 shares
    Change vs previous 13F +764 shares

    0.38% of the 13F portfolio, value $1,960,074.

    13F-HR 0001512404-24-000001 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 10,759 shares
    Change vs previous 13F -1,195 shares

    0.32% of the 13F portfolio, value $1,560,306.

    13F-HR 0001512404-23-000007 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 11,954 shares
    Change vs previous 13F +4,905 shares

    0.37% of the 13F portfolio, value $1,738,637.

    13F-HR 0001512404-23-000005 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F/A 7,049 shares
    Change vs previous 13F -285 shares

    0.2% of the 13F portfolio, value $919,000.

    13F-HR/A 0001512404-23-000004 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 7,334 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $984,000.

    13F-HR 0001512404-23-000002 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).