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 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-24.8K- 4.97% |
$3.1M - $3.57M
|
475K
$112M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-25K- 22.73% |
$3.12M - $3.6M
|
85K
$20.1M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-25.1K- 6.23% |
$3.14M - $3.62M
|
379K
$89.5M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-25.2K- 1.37% |
$3.15M - $3.62M
|
1.82M
$430M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-25.2K- 8.4% |
$3.15M - $3.63M
|
275K
$65M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.4K- 0.29% |
$3.17M - $3.65M
|
8.59M
$2.03B
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-25.5K- 3.05% |
$3.19M - $3.67M
|
812K
$192M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-26.4K- 3.41% |
$3.3M - $3.8M
|
749K
$177M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-26.5K- 7.11% |
$3.31M - $3.81M
|
346K
$81.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-27.2K- 0.94% |
$3.4M - $3.92M
|
2.86M
$676M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-27.4K- 8.72% |
$3.42M - $3.93M
|
286K
$67.7M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-27.4K- 91.93% |
$3.42M - $3.94M
|
2.4K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-28.4K- 69.7% |
$3.55M - $4.09M
|
12.4K
$2.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-28.7K- 9.53% |
$3.58M - $4.12M
|
272K
$64.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 58.22% |
$3.59M - $4.13M
|
20.6K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-29.6K- 9.26% |
$3.69M - $4.25M
|
290K
$68.5M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-30K- 88.5% |
$3.74M - $4.31M
|
3.89K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.1K- 78.25% |
$3.76M - $4.32M
|
8.36K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30.4K- 99.57% |
$3.8M - $4.38M
|
130
$30.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-30.5K- 5.67% |
$3.8M - $4.38M
|
506K
$120M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30.6K- 3.15% |
$3.82M - $4.39M
|
940K
$222M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-30.6K- 89.81% |
$3.82M - $4.39M
|
3.47K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-31.2K- 11.1% |
$3.9M - $4.49M
|
250K
$59.1M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32.5K- 0.96% |
$4.06M - $4.67M
|
3.34M
$790M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-33.8K- 16.12% |
$4.22M - $4.85M
|
176K
$41.5M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-34K- 8.48% |
$4.25M - $4.89M
|
367K
$86.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.1K- 26.64% |
$4.27M - $4.91M
|
94.1K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.5K- 55.91% |
$4.31M - $4.96M
|
27.2K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$641M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$641M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-35.4K- 58.98% |
$4.42M - $5.09M
|
24.6K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.4K- 71.16% |
$4.55M - $5.23M
|
14.8K
$3.49M
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-36.7K- 41.33% |
$4.58M - $5.28M
|
52.1K
$12.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.1K- 7.33% |
$4.63M - $5.33M
|
469K
$111M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-38.5K- 22.67% |
$4.8M - $5.53M
|
131K
$31M
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.5K- 6.02% |
$4.94M - $5.69M
|
617K
$146M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-39.9K- 12.52% |
$4.98M - $5.73M
|
278K
$65.8M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.3K- 78.22% |
$5.03M - $5.79M
|
11.2K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
Hosking Partners LLP
|
SELL
|
- |
-40.3K- 16.88% |
$5.04M - $5.8M
|
199K
$46.9M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40.5K- 99.9% |
$5.06M - $5.83M
|
40
$9.46K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-43.3K- 11.2% |
$5.41M - $6.22M
|
343K
$81.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-43.3K- 10.07% |
$5.41M - $6.23M
|
387K
$91.5M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-43.8K- 33.79% |
$5.48M - $6.3M
|
85.9K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$743M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$743M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-44.7K- 76.27% |
$5.59M - $6.43M
|
13.9K
$3.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-44.8K- 68.56% |
$5.6M - $6.44M
|
20.5K
$4.86M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-45.8K- 5.94% |
$5.72M - $6.58M
|
725K
$171M
|