Ray Dalio’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
51,287
-31,180
| -38% | -$9.04M | 0.06% | 215 |
|
|
2025
Q1 | $20.2M | Buy |
+82,467
| New | +$20.2M | 0.09% | 182 |
|
|
2023
Q1 | – | Sell |
-692,356
| Closed | -$92.8M | – | 809 |
|
|
2022
Q4 | $92.8M | Buy |
+692,356
| New | +$92.8M | 0.51% | 38 |
|
|
2022
Q3 | – | Sell |
-707,092
| Closed | -$79.6M | – | 943 |
|
|
2022
Q2 | $79.6M | Buy |
707,092
+227,632
| +47% | +$25.6M | 0.34% | 59 |
|
|
2022
Q1 | $65.4M | Buy |
479,460
+216,411
| +82% | +$29.5M | 0.26% | 73 |
|
|
2021
Q4 | $41.7M | Sell |
263,049
-361,008
| -58% | -$57.2M | 0.24% | 76 |
|
|
2021
Q3 | $102M | Buy |
624,057
+133,096
| +27% | +$21.8M | 0.56% | 30 |
|
|
2021
Q2 | $76.4M | Buy |
490,961
+81,447
| +20% | +$12.7M | 0.49% | 40 |
|
|
2021
Q1 | $62.3M | Sell |
409,514
-3,241
| -0.8% | -$493K | 0.55% | 33 |
|
|
2020
Q4 | $52.4M | Buy |
+412,755
| New | +$52.4M | 0.45% | 38 |
|
|
2020
Q1 | – | Sell |
-649,376
| Closed | -$90.5M | – | 508 |
|
|
2019
Q4 | $90.5M | Buy |
+649,376
| New | +$90.5M | 0.92% | 19 |
|
|
2018
Q3 | – | Sell |
-10,229
| Closed | -$1.07M | – | 421 |
|
|
2018
Q2 | $1.07M | Sell |
10,229
-3,695
| -27% | -$385K | 0.01% | 242 |
|
|
2018
Q1 | $1.53M | Buy |
+13,924
| New | +$1.53M | 0.01% | 213 |
|
|
2017
Q2 | – | Sell |
-5,944
| Closed | -$522K | – | 372 |
|
|
2017
Q1 | $522K | Sell |
5,944
-115,456
| -95% | -$10.1M | 0.01% | 216 |
|
|
2016
Q4 | $10.5M | Buy |
+121,400
| New | +$10.5M | 0.1% | 70 |
|
|
2015
Q4 | – | Sell |
-10,342
| Closed | -$631K | – | 350 |
|
|
2015
Q3 | $631K | Buy |
+10,342
| New | +$631K | 0.01% | 299 |
|
|
2015
Q1 | – | Sell |
-33,742
| Closed | -$2.11M | – | 366 |
|
|
2014
Q4 | $2.11M | Buy |
+33,742
| New | +$2.11M | 0.02% | 190 |
|
|
2013
Q4 | – | Sell |
-83,742
| Closed | -$4.33M | – | 327 |
|
|
2013
Q3 | $4.33M | Buy |
83,742
+18,400
| +28% | +$951K | 0.04% | 103 |
|
|
2013
Q2 | $3.45M | Buy |
+65,342
| New | +$3.45M | 0.03% | 114 |
|