45 Ray Dalio JPMorgan Chase & Trades
Ray Dalio acquired 707 Thousand JPMorgan Chase & shares worth $76.2 Million. That's 0.34% of their equity portfolio (60th largest holding). The first JPMorgan Chase & trade was made in Q1 2007. Since then Ray Dalio bought shares 21 more times and sold shares on 23 occasions. The investor's estimated purchase price is $92.4 Million, resulting in a loss of 18%.
Avg closing price
Price range
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
Avg closing price
$157.05
Price range
$147.37
-
$166.44
Sold 0.8% shares (-3.24 Thousand shares)
Q1 2021
Avg closing price
$143.87
Price range
$125.65
-
$157.65
New holding (+413 Thousand shares)
Q4 2020
Avg closing price
$111.77
Price range
$96.54
-
$127.07
Sold -649 Thousand shares
Q1 2020
Avg closing price
$121.49
Price range
$79.03
-
$141.09
New holding (+649 Thousand shares)
Q4 2019
Avg closing price
$128.25
Price range
$111.82
-
$139.40
Sold -10.2 Thousand shares
Q3 2018
Avg closing price
$113.52
Price range
$103.61
-
$118.63
Sold 26.5% shares (-3.7 Thousand shares)
Q2 2018
Avg closing price
$109.70
Price range
$103.24
-
$114.29
New holding (+13.9 Thousand shares)
Q1 2018
Avg closing price
$113.23
Price range
$107.01
-
$118.77
Sold -5.94 Thousand shares
Q2 2017
Avg closing price
$86.29
Price range
$82.15
-
$91.40
Sold 95.1% shares (-115 Thousand shares)
Q1 2017
Avg closing price
$88.22
Price range
$83.30
-
$93.60
New holding (+121 Thousand shares)
Q4 2016
Avg closing price
$76.26
Price range
$66.51
-
$87.13
Sold -10.3 Thousand shares
Q4 2015
Avg closing price
$65.12
Price range
$59.99
-
$68.46
New holding (+10.3 Thousand shares)
Q3 2015
Avg closing price
$65.50
Price range
$59.84
-
$70.08
Sold -33.7 Thousand shares
Q1 2015
Avg closing price
$59.22
Price range
$54.38
-
$62.49
New holding (+33.7 Thousand shares)
Q4 2014
Avg closing price
$60.16
Price range
$55.08
-
$63.15
Sold -83.7 Thousand shares
Q4 2013
Avg closing price
$54.79
Price range
$50.75
-
$58.48
