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
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-72K- 30.8% |
$8.99M - $10.4M
|
162K
$41.9M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-72.4K- 29.58% |
$9.04M - $10.4M
|
172K
$44.6M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-72.7K- 5.5% |
$9.08M - $10.5M
|
1.25M
$323M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-74.2K- 21.58% |
$9.27M - $10.7M
|
270K
$69.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-74.3K- 7.36% |
$9.28M - $10.7M
|
936K
$242M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-75.6K- 10.15% |
$9.44M - $10.9M
|
669K
$173M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-75.9K- 5.03% |
$9.48M - $10.9M
|
1.43M
$371M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-76K- 64.51% |
$9.49M - $10.9M
|
41.8K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-76.5K- 1.79% |
$9.56M - $11M
|
4.21M
$1.09B
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-77.6K- 26.08% |
$9.69M - $11.2M
|
220K
$56.9M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-77.6K- 24.05% |
$9.69M - $11.2M
|
245K
$63.4M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-77.8K- 5.47% |
$9.72M - $11.2M
|
1.35M
$348M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-78.9K- 48.98% |
$9.86M - $11.4M
|
82.2K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-79.3K- 22.7% |
$9.9M - $11.4M
|
270K
$69.9M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-80.3K- 8.88% |
$10M - $11.6M
|
824K
$213M
|
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-80.9K- 1.89% |
$10.1M - $11.6M
|
4.19M
$1.09B
|
|
|
May 11, 2023
Q1 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-83.1K- 10.38% |
$10.4M - $11.9M
|
718K
$186M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-85K- 34.88% |
$10.6M - $12.2M
|
159K
$41.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-86.4K- 21.21% |
$10.8M - $12.4M
|
321K
$83.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-92.8K- 21.14% |
$11.6M - $13.3M
|
346K
$89.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-97.2K- 4.87% |
$12.1M - $14M
|
1.9M
$491M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-97.8K- 0.76% |
$12.2M - $14.1M
|
12.8M
$3.3B
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-97.8K- 0.76% |
$12.2M - $14.1M
|
12.8M
$3.3B
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.1K- 4.49% |
$12.4M - $14.2M
|
2.1M
$545M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-99.3K- 10.57% |
$12.4M - $14.3M
|
840K
$217M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-99.4K- 58.36% |
$12.4M - $14.3M
|
70.9K
$18.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-99.7K- 12.74% |
$12.5M - $14.3M
|
683K
$177M
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-101K- 93.08% |
$12.6M - $14.6M
|
7.52K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-104K- 73.35% |
$13M - $15M
|
37.8K
$9.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-105K- 20.04% |
$13.1M - $15.1M
|
419K
$108M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-107K- 21.81% |
$13.4M - $15.4M
|
383K
$99.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-108K- 6.29% |
$13.5M - $15.5M
|
1.61M
$416M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-108K- 16.5% |
$13.5M - $15.6M
|
548K
$142M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-112K- 5.07% |
$14M - $16.1M
|
2.1M
$544M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-112K- 2.86% |
$14M - $16.2M
|
3.83M
$990M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-113K- 4.17% |
$14.1M - $16.2M
|
2.59M
$671M
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-115K- 91.81% |
$14.3M - $16.5M
|
10.2K
$2.65M
|
|
|
May 17, 2024
Q1 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-121K- 96.37% |
$15.2M - $17.5M
|
4.57K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-122K- 11.01% |
$15.3M - $17.6M
|
989K
$256M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-126K- 12.02% |
$15.8M - $18.1M
|
923K
$239M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-134K- 86.83% |
$16.7M - $19.2M
|
20.3K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-134K- 43.41% |
$16.7M - $19.3M
|
175K
$45.2M
|
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-137K- 13.64% |
$17.1M - $19.7M
|
868K
$225M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-141K- 12.48% |
$17.6M - $20.3M
|
989K
$256M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-144K- 36.52% |
$18M - $20.7M
|
251K
$64.9M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-148K- 3.05% |
$18.4M - $21.2M
|
4.68M
$1.21B
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-149K- 82.66% |
$18.6M - $21.4M
|
31.2K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-150K- 19.97% |
$18.8M - $21.6M
|
602K
$156M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-160K- 3.52% |
$20M - $23M
|
4.38M
$1.13B
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-162K- 78.47% |
$20.2M - $23.3M
|
44.5K
$11.5M
|