Ray Dalio's JPM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 23,548 shares of JPMorgan Chase & Co. (JPM) worth $7.71 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 692,356 shares. Largest reduction occurred in Q3 2022, reducing 707,092 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +23,548 | New Buy | 23,548 | $327.33 |
| Q3 2025 | -51,287 | Sold Out | 0 | $0.00 |
| Q2 2025 | -31,180 | Reduce 37.81% | 51,287 | $289.91 |
| Q1 2025 | +82,467 | New Buy | 82,467 | $245.30 |
| Q1 2023 | -692,356 | Sold Out | 0 | $0.00 |
| Q4 2022 | +692,356 | New Buy | 692,356 | $134.10 |
| Q3 2022 | -707,092 | Sold Out | 0 | $0.00 |
| Q2 2022 | +227,632 | Add 47.48% | 707,092 | $112.61 |
| Q1 2022 | +216,411 | Add 82.27% | 479,460 | $136.32 |
| Q4 2021 | -361,008 | Reduce 57.85% | 263,049 | $158.35 |
| Q3 2021 | +133,096 | Add 27.11% | 624,057 | $163.69 |
| Q2 2021 | +81,447 | Add 19.89% | 490,961 | $155.54 |
| Q1 2021 | -3,241 | Reduce 0.79% | 409,514 | $152.23 |
| Q4 2020 | +412,755 | New Buy | 412,755 | $127.07 |
| Q1 2020 | -649,376 | Sold Out | 0 | $0.00 |
| Q4 2019 | +649,376 | New Buy | 649,376 | $139.40 |
| Q3 2018 | -10,229 | Sold Out | 0 | $0.00 |
| Q2 2018 | -3,695 | Reduce 26.54% | 10,229 | $104.21 |
| Q1 2018 | +13,924 | New Buy | 13,924 | $109.95 |
| Q2 2017 | -5,944 | Sold Out | 0 | $0.00 |
| Q1 2017 | -115,456 | Reduce 95.10% | 5,944 | $87.82 |
| Q4 2016 | +121,400 | New Buy | 121,400 | $86.29 |
| Q4 2015 | -10,342 | Sold Out | 0 | $0.00 |
| Q3 2015 | +10,342 | New Buy | 10,342 | $61.01 |
| Q1 2015 | -33,742 | Sold Out | 0 | $0.00 |
| Q4 2014 | +33,742 | New Buy | 33,742 | $62.59 |
| Q4 2013 | -83,742 | Sold Out | 0 | $0.00 |
| Q3 2013 | +18,400 | Add 28.16% | 83,742 | $51.69 |
| Q2 2013 | +65,342 | Add 0.00% | 65,342 | $52.78 |
Ray Dalio's JPMorgan Chase & Co Investment FAQs
Ray Dalio first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 65,342 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held JPMorgan Chase & Co. (JPM) for 29 quarters since Q2 2013.
Ray Dalio's largest addition to JPMorgan Chase & Co. (JPM) was in Q4 2022, adding 692,356 shares worth $92.84 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 23,548 shares of JPMorgan Chase & Co. (JPM), valued at approximately $7.71 M.
As of the Q2 2026 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in JPMorgan Chase & Co. (JPM) was 707,092 shares, as reported at the end of Q2 2022.