BA
Bridgewater Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
43,169
+356
| +0.8% | +$106K | 0.98% | 24 |
|
|
2025
Q1 | $10.5M | Buy |
42,813
+407
| +1% | +$99.6K | 0.91% | 24 |
|
|
2024
Q4 | $10.5M | Sell |
42,406
-638
| -1% | -$158K | 1.1% | 24 |
|
|
2024
Q3 | $9.59M | Buy |
43,044
+37
| +0.1% | +$8.25K | 1.01% | 25 |
|
|
2024
Q2 | $8.97M | Buy |
43,007
+5,887
| +16% | +$1.23M | 1.11% | 22 |
|
|
2024
Q1 | $7.44M | Sell |
37,120
-505
| -1% | -$101K | 1.11% | 22 |
|
|
2023
Q4 | $6.4M | Buy |
37,625
+1,091
| +3% | +$186K | 0.97% | 24 |
|
|
2023
Q3 | $5.3M | Buy |
36,534
+421
| +1% | +$61.1K | 0.85% | 24 |
|
|
2023
Q2 | $5.25M | Buy |
36,113
+107
| +0.3% | +$15.6K | 1.05% | 20 |
|
|
2023
Q1 | $4.69M | Sell |
36,006
-24
| -0.1% | -$3.13K | 1.02% | 22 |
|
|
2022
Q4 | $4.83M | Sell |
36,030
-6,872
| -16% | -$922K | 1.17% | 18 |
|
|
2022
Q3 | $4.48M | Buy |
42,902
+5,470
| +15% | +$572K | 1.24% | 16 |
|
|
2022
Q2 | $4.22M | Sell |
37,432
-279
| -0.7% | -$31.4K | 0.87% | 16 |
|
|
2022
Q1 | $5.14M | Buy |
37,711
+361
| +1% | +$49.2K | 1.25% | 13 |
|
|
2021
Q4 | $5.91M | Buy |
37,350
+2,195
| +6% | +$348K | 1.3% | 15 |
|
|
2021
Q3 | $5.75M | Buy |
35,155
+1,709
| +5% | +$280K | 1.58% | 13 |
|
|
2021
Q2 | $5.2M | Buy |
33,446
+1,987
| +6% | +$309K | 1.65% | 11 |
|
|
2021
Q1 | $4.95M | Buy |
+31,459
| New | +$4.95M | 2.51% | 4 |
|
|
2014
Q2 | $2.76M | Sell |
47,924
-502
| -1% | -$28.9K | 2.31% | 11 |
|
|
2014
Q1 | $2.94M | Buy |
48,426
+146
| +0.3% | +$8.86K | 2.96% | 8 |
|
|
2013
Q4 | $2.82M | Buy |
+48,280
| New | +$2.82M | 2.9% | 8 |
|