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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
2026
Q2 		$7.71M Buy
+23,548
New +$7.31M 0.03% 383
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bridgewater Associates's JPM Position: Q2 2026 in Review

Bridgewater Associates opened a new position in JPMorgan Chase (JPM) in Q2 2026: 23,548 shares worth $7.71M. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in JPM as recently as Q2 2025.

Bridgewater Associates first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. The position peaked at $102M in Q3 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bridgewater Associates held 23,548 shares of JPMorgan Chase worth $7.71M as of Q2 2026.
  • JPMorgan Chase was a new Bridgewater Associates position in Q2 2026.
  • JPMorgan Chase made up 0.03% of Bridgewater Associates's portfolio in Q2 2026, its #383 holding.
  • Bridgewater Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
  • Bridgewater Associates's JPMorgan Chase position peaked at $102M in Q3 2021.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.