Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,929,514
+$3,180,326 QoQ
Shares Held
48,665
+12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#1,136
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bridgewater Advisors Inc. holds $29,479,380 across 18 Banks - Diversified names. JPM ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
48,665 | $15,929,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
45,590 | $2,597,718 | |
| 3 | RY |
Royal Bank Of Canada
|
8,531 | $1,765,661 | |
| 4 | TD |
Toronto Dominion Bank
|
10,811 | $1,312,779 | |
| 5 | C |
Citigroup Inc
|
7,069 | $989,377 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
8,024 | $763,002 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
36,735 | $730,659 | |
| 8 | BCS |
Barclays PLC
|
25,839 | $694,035 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,929,514 | 48,665 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,749,188 | 43,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,787,471 | 42,789 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,522,168 | 42,869 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,515,124 | 43,169 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,502,028 | 42,813 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,165,142 | 42,406 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,076,257 | 43,044 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,698,595 | 43,007 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,435,136 | 37,120 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,400,012 | 37,625 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,298,160 | 36,534 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,252,274 | 36,113 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,691,941 | 36,006 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,831,623 | 36,030 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,483,259 | 42,902 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,215,217 | 37,432 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,140,763 | 37,711 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,914,372 | 37,350 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,754,521 | 35,155 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,202,190 | 33,446 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,789,003 | 31,459 | Shares | Sole | 2021-05-20 | |
| No filing history on record for this holder in this stock. | ||||||