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 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-34K- 8.48% |
$4.25M - $4.89M
|
367K
$104M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.1K- 26.64% |
$4.27M - $4.91M
|
94.1K
$26.6M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.5K- 55.91% |
$4.31M - $4.96M
|
27.2K
$7.7M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$767M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-34.6K- 1.26% |
$4.32M - $4.97M
|
2.71M
$767M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-35.4K- 58.98% |
$4.42M - $5.09M
|
24.6K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.4K- 71.16% |
$4.55M - $5.23M
|
14.8K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-36.7K- 41.33% |
$4.58M - $5.28M
|
52.1K
$14.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.1K- 7.33% |
$4.63M - $5.33M
|
469K
$133M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-38.5K- 22.67% |
$4.8M - $5.53M
|
131K
$37.1M
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.5K- 6.02% |
$4.94M - $5.69M
|
617K
$175M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-39.9K- 12.52% |
$4.98M - $5.73M
|
278K
$78.8M
|
|
|
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
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Hosking Partners LLP
|
SELL
|
- |
-40.3K- 16.88% |
$5.04M - $5.8M
|
199K
$56.2M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40.5K- 99.9% |
$5.06M - $5.83M
|
40
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-43.3K- 11.2% |
$5.41M - $6.22M
|
343K
$97.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-43.3K- 10.07% |
$5.41M - $6.23M
|
387K
$110M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-43.8K- 33.79% |
$5.48M - $6.3M
|
85.9K
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$891M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$891M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-44.7K- 76.27% |
$5.59M - $6.43M
|
13.9K
$3.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-44.8K- 68.56% |
$5.6M - $6.44M
|
20.5K
$5.82M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-45.8K- 5.94% |
$5.72M - $6.58M
|
725K
$205M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-45.8K- 19.74% |
$5.72M - $6.58M
|
186K
$52.7M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-46.1K- 13.19% |
$5.76M - $6.63M
|
304K
$86M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-46.4K- 18.19% |
$5.8M - $6.67M
|
209K
$59.1M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-46.6K- 33.84% |
$5.81M - $6.69M
|
91K
$25.8M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-46.7K- 0.93% |
$5.83M - $6.71M
|
4.97M
$1.41B
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-47.9K- 5.1% |
$5.99M - $6.89M
|
892K
$253M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-49K- 1.64% |
$6.12M - $7.04M
|
2.94M
$832M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-49.8K- 2.59% |
$6.22M - $7.16M
|
1.87M
$530M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-50K- 92.99% |
$6.24M - $7.19M
|
3.77K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-50.1K- 56.35% |
$6.26M - $7.21M
|
38.8K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.9K- 45.61% |
$6.36M - $7.32M
|
60.7K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-51.2K- 12.37% |
$6.4M - $7.36M
|
363K
$103M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-51.6K- 8.33% |
$6.45M - $7.43M
|
568K
$161M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-52.7K- 4.13% |
$6.58M - $7.57M
|
1.22M
$346M
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-53K- 55.79% |
$6.62M - $7.62M
|
42K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-55.4K- 4.12% |
$6.91M - $7.96M
|
1.29M
$365M
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-56.4K- 2.95% |
$7.05M - $8.12M
|
1.86M
$526M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-56.5K- 33.97% |
$7.05M - $8.12M
|
110K
$31.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-57K- 1.19% |
$7.12M - $8.2M
|
4.74M
$1.34B
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-59.8K- 8.53% |
$7.47M - $8.61M
|
642K
$182M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-60.1K- 4.57% |
$7.51M - $8.65M
|
1.26M
$355M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-63.2K- 12.95% |
$7.89M - $9.09M
|
425K
$120M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-63.5K- 21.14% |
$7.93M - $9.13M
|
237K
$67M
|
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-63.7K- 12.33% |
$7.96M - $9.16M
|
453K
$128M
|
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-63.7K- 12.33% |
$7.96M - $9.16M
|
453K
$128M
|