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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
113K+ 3.68% |
$14.2M - $16.3M
|
3.2M
$770M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
113K+ 502.26% |
$14.1M - $16.2M
|
135K
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
112K+ 263.38% |
$13.9M - $16.1M
|
154K
$37.1M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
105K+ 5.26% |
$13.1M - $15.1M
|
2.1M
$506M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105K+ 11.53% |
$13.1M - $15.1M
|
1.01M
$244M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
105K+ 6.87% |
$13.1M - $15.1M
|
1.63M
$392M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
105K+ 6.87% |
$13.1M - $15.1M
|
1.63M
$392M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
104K+ 38.49% |
$12.9M - $14.9M
|
373K
$89.7M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
103K+ 16.06% |
$12.9M - $14.8M
|
744K
$179M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
101K+ 89.4% |
$12.7M - $14.6M
|
215K
$51.8M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
100KNew |
$12.5M - $14.4M
|
100K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
100K+ 100.0% |
$12.5M - $14.4M
|
200K
$48.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
98.3K+ 10.82% |
$12.3M - $14.1M
|
1.01M
$242M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
97.4K+ 89.55% |
$12.2M - $14M
|
206K
$49.7M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
96.3K+ 9.02% |
$12M - $13.8M
|
1.16M
$280M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
91.9K+ 29.46% |
$11.5M - $13.2M
|
404K
$97.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
90K+ 2.18% |
$11.2M - $12.9M
|
4.22M
$1.02B
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
88.2K+ 13.16% |
$11M - $12.7M
|
759K
$183M
|
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
87.1K+ 24.44% |
$10.9M - $12.5M
|
444K
$107M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
86.5K+ 146.02% |
$10.8M - $12.4M
|
146K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
86.2K+ 10.14% |
$10.8M - $12.4M
|
936K
$225M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85.9K+ 1.44% |
$10.7M - $12.4M
|
6.07M
$1.46B
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
85.6K+ 26.7% |
$10.7M - $12.3M
|
406K
$97.8M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
84KNew |
$10.5M - $12.1M
|
84K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
82.8K+ 5.35% |
$10.3M - $11.9M
|
1.63M
$393M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
80.1K+ 5.56% |
$10M - $11.5M
|
1.52M
$366M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
78K+ 31.47% |
$9.74M - $11.2M
|
326K
$78.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
76.9KNew |
$9.6M - $11.1M
|
76.9K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
75.6KNew |
$9.45M - $10.9M
|
75.6K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
75.1KNew |
$9.38M - $10.8M
|
75.1K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
75KNew |
$9.37M - $10.8M
|
75K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.7K+ 4.27% |
$8.96M - $10.3M
|
1.75M
$422M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
71.4K+ 15.49% |
$8.92M - $10.3M
|
532K
$128M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
70.1K+ 1859.99% |
$8.76M - $10.1M
|
73.9K
$17.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
70.1K+ 8.95% |
$8.75M - $10.1M
|
853K
$205M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
69.9K+ 4.57% |
$8.73M - $10.1M
|
1.6M
$386M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
67.7K+ 5.93% |
$8.46M - $9.74M
|
1.21M
$291M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
65.7K+ 1.79% |
$8.21M - $9.45M
|
3.73M
$899M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65.2KNew |
$8.14M - $9.38M
|
65.2K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.9K+ 3.49% |
$8.1M - $9.33M
|
1.93M
$464M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
64.3K+ 56.6% |
$8.03M - $9.25M
|
178K
$42.9M
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
64.3K+ 64.89% |
$8.03M - $9.25M
|
163K
$39.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
63.7K+ 4.09% |
$7.95M - $9.16M
|
1.62M
$390M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.5K+ 0.74% |
$7.93M - $9.13M
|
8.62M
$2.08B
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63.3K+ 37.51% |
$7.91M - $9.1M
|
232K
$55.9M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
62.9KNew |
$7.86M - $9.05M
|
62.9K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
62.4K+ 7.63% |
$7.79M - $8.97M
|
880K
$212M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
62K+ 7.94% |
$7.75M - $8.92M
|
844K
$203M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
61.8K+ 166.09% |
$7.72M - $8.89M
|
99K
$23.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
61.6K+ 37.65% |
$7.7M - $8.86M
|
225K
$54.3M
|