Bridgewater Advisors Inc. Jpmorgan Chase & CO Transaction History

Bridgewater Advisors Inc.

$959 Million
Q3 2024

A detailed history of Bridgewater Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bridgewater Advisors Inc. holds 43,044 shares of JPM stock, worth $10.8 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

43,044

Previous 43,007 0.09%

Holding current value

$10.8 Million

Previous $8.7 Million 4.3%

% of portfolio

0.95%

Previous 1.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.9 - $224.8 $7,211 - $8,317	37 Added 0.09%	43,044 $9.07 Million
Q2 2024 Aug 01, 2024	BUY	$180.08 - $204.79 $1.06 Million - $1.21 Million	5,887 Added 15.86%	43,007 $8.7 Million
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $84,380 - $101,151	-505 Reduced 1.34%	37,120 $7.44 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $148,037 - $185,797	1,091 Added 2.99%	37,625 $6.4 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $60,291 - $66,518	421 Added 1.17%	36,534 $5.3 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $13,639 - $15,562	107 Added 0.3%	36,113 $5.25 Million
Q1 2023 Apr 12, 2023	SELL	$124.91 - $143.8 $2,997 - $3,451	-24 Reduced 0.07%	36,006 $4.69 Million
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $700,669 - $947,236	-6,872 Reduced 16.02%	36,030 $0
Q3 2022 Oct 28, 2022	BUY	$20.73 - $120.58 $113,393 - $659,572	5,470 Added 14.61%	42,902 $4.48 Million
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $31,418 - $37,918	-279 Reduced 0.74%	37,432 $4.22 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $46,316 - $60,806	361 Added 0.97%	37,711 $5.14 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $337,898 - $377,057	2,195 Added 6.24%	37,350 $5.91 Million
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $251,171 - $285,368	1,709 Added 5.11%	35,155 $5.75 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $292,824 - $330,716	1,987 Added 6.32%	33,446 $5.2 Million
Q1 2021 May 20, 2021	BUY	$125.65 - $157.65 $3.95 Million - $4.96 Million	31,459 New	31,459 $4.95 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewater Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bridgewater Advisors Inc. with notifications on news.

Account

Bridgewater Advisors Inc. Jpmorgan Chase & CO Transaction History