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
|
Man Group PLC
London, X0 |
SELL
|
- |
-134K- 43.41% |
$16.7M - $19.3M
|
175K
$49.4M
|
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-137K- 13.64% |
$17.1M - $19.7M
|
868K
$246M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-141K- 12.48% |
$17.6M - $20.3M
|
989K
$280M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-144K- 36.52% |
$18M - $20.7M
|
251K
$71M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-148K- 3.05% |
$18.4M - $21.2M
|
4.68M
$1.33B
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-149K- 82.66% |
$18.6M - $21.4M
|
31.2K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-150K- 19.97% |
$18.8M - $21.6M
|
602K
$170M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-160K- 3.52% |
$20M - $23M
|
4.38M
$1.24B
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-162K- 78.47% |
$20.2M - $23.3M
|
44.5K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-164K- 43.92% |
$20.5M - $23.6M
|
209K
$59.3M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-165K- 5.54% |
$20.6M - $23.8M
|
2.82M
$798M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-166K- 32.34% |
$20.8M - $23.9M
|
348K
$98.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-169K- 32.42% |
$21.1M - $24.3M
|
352K
$99.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-172K- 2.33% |
$21.5M - $24.8M
|
7.22M
$2.04B
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-175K- 4.86% |
$21.8M - $25.1M
|
3.42M
$969M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-179K- 20.88% |
$22.3M - $25.7M
|
676K
$192M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-182K- 70.59% |
$22.7M - $26.2M
|
75.8K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-187K- 57.08% |
$23.4M - $26.9M
|
141K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-195K- 36.59% |
$24.3M - $28M
|
337K
$95.6M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-209K- 1.89% |
$26.1M - $30M
|
10.8M
$3.06B
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-215K- 74.67% |
$26.8M - $30.8M
|
72.8K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-238K- 12.97% |
$29.8M - $34.3M
|
1.6M
$453M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-241K- 70.11% |
$30.2M - $34.7M
|
103K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-251K- 5.02% |
$31.4M - $36.1M
|
4.75M
$1.35B
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-257K- 5.4% |
$32.1M - $37M
|
4.5M
$1.27B
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-276K- 46.61% |
$34.4M - $39.6M
|
316K
$89.4M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-276K- 5.07% |
$34.5M - $39.8M
|
5.18M
$1.47B
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-284K- 79.46% |
$35.4M - $40.8M
|
73.3K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-289K- 6.98% |
$36.1M - $41.5M
|
3.85M
$1.09B
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-291K- 2.2% |
$36.4M - $41.9M
|
12.9M
$3.66B
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-299K- 3.06% |
$37.4M - $43M
|
9.47M
$2.68B
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-305K- 39.86% |
$38.1M - $43.8M
|
460K
$130M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-308K- 15.08% |
$38.5M - $44.3M
|
1.74M
$492M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-308K- 15.08% |
$38.5M - $44.3M
|
1.74M
$492M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-310K- 35.9% |
$38.7M - $44.5M
|
553K
$157M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-346K- 21.88% |
$43.2M - $49.7M
|
1.23M
$350M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-359K- 99.91% |
$44.8M - $51.6M
|
313
$88.6K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-375K- 1.17% |
$46.9M - $54M
|
31.8M
$9.02B
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-378K- 4.57% |
$47.2M - $54.4M
|
7.9M
$2.24B
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-437K- 10.52% |
$54.5M - $62.8M
|
3.72M
$1.05B
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-455K- 5.18% |
$56.8M - $65.4M
|
8.33M
$2.36B
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-499K- 1.48% |
$62.4M - $71.8M
|
33.2M
$9.41B
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-553K- 45.1% |
$69.1M - $79.6M
|
674K
$191M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-556K- 2.18% |
$69.4M - $79.9M
|
25M
$7.07B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-560K- 98.51% |
$69.9M - $80.5M
|
8.47K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-579K- 43.02% |
$72.3M - $83.2M
|
767K
$217M
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
SELL
|
- |
-594K- 93.62% |
$74.1M - $85.3M
|
40.5K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-637K- 43.86% |
$79.6M - $91.6M
|
815K
$231M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-681K- 17.12% |
$85M - $97.9M
|
3.29M
$933M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-686K- 16.29% |
$85.7M - $98.6M
|
3.53M
$998M
|