Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
318KNew |
$39.8M - $45.8M
|
318K
$76.7M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
318K+ 1451.79% |
$39.7M - $45.7M
|
340K
$81.7M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
312K+ 99592.33% |
$38.9M - $44.8M
|
312K
$75.1M
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
308K+ 511.4% |
$38.5M - $44.3M
|
369K
$88.7M
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
306KNew |
$38.2M - $44M
|
306K
$73.6M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
306K+ 12931.01% |
$38.2M - $44M
|
308K
$74.2M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
304K+ 31.01% |
$38M - $43.8M
|
1.29M
$310M
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
300KNew |
$37.5M - $43.1M
|
300K
$72.2M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
297K+ 8.5% |
$37.1M - $42.7M
|
3.79M
$913M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
293K+ 3.61% |
$36.6M - $42.1M
|
8.41M
$2.03B
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
291K+ 128.89% |
$36.4M - $41.9M
|
518K
$125M
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
283KNew |
$35.4M - $40.8M
|
283K
$68.2M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
283K+ 65.75% |
$35.3M - $40.7M
|
713K
$172M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
282K+ 11.1% |
$35.2M - $40.6M
|
2.82M
$680M
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
279K+ 7.13% |
$34.8M - $40.1M
|
4.19M
$1.01B
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
276KNew |
$34.5M - $39.7M
|
276K
$66.5M
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
248K+ 527.41% |
$31M - $35.7M
|
295K
$71M
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
244K+ 187.21% |
$30.4M - $35M
|
374K
$89.9M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
235K+ 1.24% |
$29.4M - $33.8M
|
19.2M
$4.62B
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
229K+ 10.41% |
$28.7M - $33M
|
2.43M
$586M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
228K+ 13.55% |
$28.5M - $32.8M
|
1.91M
$460M
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
226K+ 12.75% |
$28.3M - $32.6M
|
2M
$482M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
222K+ 3.58% |
$27.7M - $31.9M
|
6.42M
$1.55B
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214K+ 3695.76% |
$26.8M - $30.8M
|
220K
$53M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
212KNew |
$26.5M - $30.5M
|
212K
$51M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
208K+ 7.36% |
$26M - $29.9M
|
3.03M
$730M
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
201K+ 101.01% |
$25.1M - $28.9M
|
401K
$96.5M
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
195K+ 46.86% |
$24.4M - $28.1M
|
612K
$147M
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
189KNew |
$23.6M - $27.1M
|
189K
$45.4M
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
188KNew |
$23.5M - $27.1M
|
188K
$45.4M
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
185K+ 35.47% |
$23.2M - $26.7M
|
708K
$170M
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
175KNew |
$21.8M - $25.1M
|
175K
$42M
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
167K+ 270.8% |
$20.9M - $24.1M
|
229K
$55.2M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
166K+ 47.25% |
$20.8M - $23.9M
|
518K
$125M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
166K+ 2.77% |
$20.7M - $23.8M
|
6.13M
$1.48B
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
163K+ 10.25% |
$20.4M - $23.5M
|
1.76M
$423M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
152K+ 9.62% |
$19M - $21.9M
|
1.73M
$417M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
152KNew |
$19M - $21.9M
|
152K
$36.6M
|
|
May 15, 2023
Q1 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
147KNew |
$18.4M - $21.1M
|
147K
$35.4M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
143K+ 2.12% |
$17.9M - $20.6M
|
6.89M
$1.66B
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
141K+ 13.74% |
$17.6M - $20.3M
|
1.17M
$281M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 2.97% |
$17.5M - $20.2M
|
4.87M
$1.17B
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
136K+ 2596.4% |
$17M - $19.6M
|
141K
$34.1M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 5.61% |
$16.8M - $19.3M
|
2.53M
$608M
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
134K+ 273.98% |
$16.7M - $19.3M
|
183K
$44M
|
|
May 10, 2023
Q1 2023
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
131K+ 165.36% |
$16.3M - $18.8M
|
210K
$50.5M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
130K+ 6.87% |
$16.3M - $18.8M
|
2.03M
$489M
|
|
May 15, 2023
Q1 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
128KNew |
$16M - $18.4M
|
128K
$30.8M
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
127KNew |
$15.8M - $18.2M
|
127K
$30.5M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
122K+ 0.61% |
$15.2M - $17.5M
|
20.2M
$4.86B
|