The first JPMorgan Chase & trade was made in Q1 2007.
Since then Ray Dalio bought shares 22 more times and sold shares on 25 occasions. The investor sold all their shares in Q1 2023 and doesn't own any shares in JPMorgan Chase & anymore.
Avg closing price
Price range
Sold -692 Thousand shares
Q1 2023
Avg closing price
$137.02
Price range
$124.91
-
$143.80
New holding (+692 Thousand shares)
Q4 2022
Avg closing price
$126.71
Price range
$101.96
-
$138.18
Sold -707 Thousand shares
Q3 2022
Avg closing price
$114.76
Price range
$104.50
-
$123.63
Increased shares by 47.5% (+228 Thousand shares)
Q2 2022
Avg closing price
$123.90
Price range
$112.61
-
$135.91
Increased shares by 82.3% (+216 Thousand shares)
Q1 2022
Avg closing price
$147.61
Price range
$128.30
-
$168.44
Sold 57.8% shares (-361 Thousand shares)
Q4 2021
Avg closing price
$164.22
Price range
$153.94
-
$171.78
Increased shares by 27.1% (+133 Thousand shares)
Q3 2021
Avg closing price
$156.78
Price range
$146.97
-
$166.98
Increased shares by 19.9% (+81.4 Thousand shares)
Q2 2021