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Bridgewater Associates’s JPMorgan Chase JPM Stock Holding History

Bridgewater Associates’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
2025
Q3 		– Sell
-51,287
Closed -$14.9M – 1043
2025
Q2 		$14.9M Sell
51,287
-31,180
-38% -$7.96M 0.06% 215
2025
Q1 		$20.2M Buy
+82,467
New +$21M 0.09% 182
2023
Q1 		– Sell
-692,356
Closed -$92.8M – 809
2022
Q4 		$92.8M Buy
+692,356
New +$87.7M 0.51% 38
2022
Q3 		– Sell
-707,092
Closed -$79.6M – 943
2022
Q2 		$79.6M Buy
707,092
+227,632
+47% +$28.2M 0.34% 59
2022
Q1 		$65.4M Buy
479,460
+216,411
+82% +$31.9M 0.26% 73
2021
Q4 		$41.7M Sell
263,049
-361,008
-58% -$59.3M 0.24% 76
2021
Q3 		$102M Buy
624,057
+133,096
+27% +$20.9M 0.56% 30
2021
Q2 		$76.4M Buy
490,961
+81,447
+20% +$12.8M 0.49% 40
2021
Q1 		$62.3M Sell
409,514
-3,241
-0.8% -$466K 0.55% 33
2020
Q4 		$52.4M Buy
+412,755
New +$46.1M 0.45% 38
2020
Q1 		– Sell
-649,376
Closed -$90.5M – 508
2019
Q4 		$90.5M Buy
+649,376
New +$83.3M 0.92% 19
2018
Q3 		– Sell
-10,229
Closed -$1.07M – 421
2018
Q2 		$1.07M Sell
10,229
-3,695
-27% -$405K 0.01% 242
2018
Q1 		$1.53M Buy
+13,924
New +$1.58M 0.01% 213
2017
Q2 		– Sell
-5,944
Closed -$522K – 372
2017
Q1 		$522K Sell
5,944
-115,456
-95% -$10.2M 0.01% 216
2016
Q4 		$10.5M Buy
+121,400
New +$9.26M 0.1% 70
2015
Q4 		– Sell
-10,342
Closed -$631K – 350
2015
Q3 		$631K Buy
+10,342
New +$677K 0.01% 299
2015
Q1 		– Sell
-33,742
Closed -$2.11M – 366
2014
Q4 		$2.11M Buy
+33,742
New +$2.03M 0.02% 190
2013
Q4 		– Sell
-83,742
Closed -$4.33M – 327
2013
Q3 		$4.33M Buy
83,742
+18,400
+28% +$987K 0.04% 103
2013
Q2 		$3.45M Buy
+65,342
New +$3.32M 0.03% 114

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bridgewater Associates's JPM Position: Q3 2025 in Review

Bridgewater Associates sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 51,287 shares — an estimated $14.9M sold.

Bridgewater Associates first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $102M in Q3 2021. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Bridgewater Associates reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Bridgewater Associates sold 51,287 JPMorgan Chase shares in Q3 2025, an estimated $14.9M.
  • Bridgewater Associates first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Bridgewater Associates's JPMorgan Chase position peaked at $102M in Q3 2021.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Bridgewater Associates's 13F filing for Q3 2025, filed 13 Nov 2025.