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Bridgewater Advisors’s JPMorgan Chase JPM Stock Holding History

Bridgewater Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Buy
43,341
+552
+1% +$168K 0.77% 31
2025
Q4 		$12.9M Sell
42,789
-80
-0.2% -$24.8K 0.84% 29
2025
Q3 		$13.4M Sell
42,869
-300
-0.7% -$89.2K 0.93% 23
2025
Q2 		$12.8M Buy
43,169
+356
+0.8% +$90.8K 0.98% 24
2025
Q1 		$10.5M Buy
42,813
+407
+1% +$104K 0.91% 24
2024
Q4 		$10.5M Sell
42,406
-638
-1% -$149K 1.1% 24
2024
Q3 		$9.59M Buy
43,044
+37
+0.1% +$7.79K 1.01% 25
2024
Q2 		$8.97M Buy
43,007
+5,887
+16% +$1.15M 1.11% 22
2024
Q1 		$7.44M Sell
37,120
-505
-1% -$91.1K 1.11% 22
2023
Q4 		$6.4M Buy
37,625
+1,091
+3% +$165K 0.97% 24
2023
Q3 		$5.3M Buy
36,534
+421
+1% +$63.1K 0.85% 24
2023
Q2 		$5.25M Buy
36,113
+107
+0.3% +$14.7K 1.05% 20
2023
Q1 		$4.69M Sell
36,006
-24
-0.1% -$3.29K 1.02% 22
2022
Q4 		$4.83M Sell
36,030
-6,872
-16% -$871K 1.17% 18
2022
Q3 		$4.48M Buy
42,902
+5,470
+15% +$628K 1.24% 16
2022
Q2 		$4.21M Sell
37,432
-279
-0.7% -$34.6K 0.87% 16
2022
Q1 		$5.14M Buy
37,711
+361
+1% +$53.3K 1.25% 13
2021
Q4 		$5.91M Buy
37,350
+2,195
+6% +$360K 1.3% 15
2021
Q3 		$5.75M Buy
35,155
+1,709
+5% +$268K 1.58% 13
2021
Q2 		$5.2M Buy
33,446
+1,987
+6% +$312K 1.65% 11
2021
Q1 		$4.95M Buy
+31,459
New +$4.53M 2.51% 4
2014
Q2 		$2.76M Sell
47,924
-502
-1% -$28.2K 2.31% 11
2014
Q1 		$2.94M Buy
48,426
+146
+0.3% +$8.44K 2.96% 8
2013
Q4 		$2.82M Buy
+48,280
New +$2.65M 2.9% 8

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridgewater Advisors's JPM Position: Q1 2026 in Review

Bridgewater Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $168K and bringing the position to 43,341 shares worth $13M. The position accounts for 0.77% of the portfolio, ranked #31.

Bridgewater Advisors first reported a position in JPM in Q4 2013 and has held it in 24 quarters since. The position peaked at $13.4M in Q3 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bridgewater Advisors held 43,341 shares of JPMorgan Chase worth $13M as of Q1 2026.
  • Bridgewater Advisors bought 552 JPMorgan Chase shares in Q1 2026, an estimated $168K.
  • JPMorgan Chase made up 0.77% of Bridgewater Advisors's portfolio in Q1 2026, its #31 holding.
  • Bridgewater Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 24 quarters since.
  • Bridgewater Advisors's JPMorgan Chase position peaked at $13.4M in Q3 2025.
  • 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.