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 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-276K- 46.61% |
$34.4M - $39.6M
|
316K
$74.6M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-276K- 5.07% |
$34.5M - $39.8M
|
5.18M
$1.22B
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-284K- 79.46% |
$35.4M - $40.8M
|
73.3K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-289K- 6.98% |
$36.1M - $41.5M
|
3.85M
$910M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-291K- 2.2% |
$36.4M - $41.9M
|
12.9M
$3.05B
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-299K- 3.06% |
$37.4M - $43M
|
9.47M
$2.24B
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-305K- 39.86% |
$38.1M - $43.8M
|
460K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-308K- 15.08% |
$38.5M - $44.3M
|
1.74M
$411M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-308K- 15.08% |
$38.5M - $44.3M
|
1.74M
$411M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-310K- 35.9% |
$38.7M - $44.5M
|
553K
$131M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-346K- 21.88% |
$43.2M - $49.7M
|
1.23M
$292M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-359K- 99.91% |
$44.8M - $51.6M
|
313
$74K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-375K- 1.17% |
$46.9M - $54M
|
31.8M
$7.53B
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-378K- 4.57% |
$47.2M - $54.4M
|
7.9M
$1.87B
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-437K- 10.52% |
$54.5M - $62.8M
|
3.72M
$878M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-455K- 5.18% |
$56.8M - $65.4M
|
8.33M
$1.97B
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-499K- 1.48% |
$62.4M - $71.8M
|
33.2M
$7.85B
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-553K- 45.1% |
$69.1M - $79.6M
|
674K
$159M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-556K- 2.18% |
$69.4M - $79.9M
|
25M
$5.9B
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-560K- 98.51% |
$69.9M - $80.5M
|
8.47K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-579K- 43.02% |
$72.3M - $83.2M
|
767K
$181M
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
SELL
|
- |
-594K- 93.62% |
$74.1M - $85.3M
|
40.5K
$9.57M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-637K- 43.86% |
$79.6M - $91.6M
|
815K
$193M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-681K- 17.12% |
$85M - $97.9M
|
3.29M
$779M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-705K- 65.1% |
$88M - $101M
|
378K
$89.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-753K- 5.45% |
$94M - $108M
|
13M
$3.08B
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-768K- 71.55% |
$95.9M - $110M
|
305K
$72.2M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-833K- 83.26% |
$104M - $120M
|
167K
$39.6M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-862K- 33.24% |
$108M - $124M
|
1.73M
$409M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-880K- 24.74% |
$110M - $126M
|
2.68M
$632M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-886K- 5.9% |
$111M - $127M
|
14.1M
$3.34B
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-911K- 99.23% |
$114M - $131M
|
7.05K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-932K- 4.14% |
$116M - $134M
|
21.6M
$5.1B
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.08M- 0.55% |
$135M - $155M
|
194M
$45.8B
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.14M- 20.11% |
$142M - $163M
|
4.51M
$1.07B
|
|
|
May 10, 2023
Q1 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.15M- 13.37% |
$144M - $166M
|
7.47M
$1.77B
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.18M- 19.62% |
$148M - $170M
|
4.85M
$1.15B
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.26M- 7.32% |
$158M - $182M
|
16M
$3.78B
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.35M- 22.95% |
$168M - $194M
|
4.52M
$1.07B
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.37M- 8.4% |
$171M - $197M
|
14.9M
$3.53B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.5M- 99.2% |
$188M - $216M
|
12.2K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.53M- 7.13% |
$191M - $219M
|
19.9M
$4.7B
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.61M- 23.64% |
$201M - $231M
|
5.19M
$1.23B
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.66M- 3.9% |
$208M - $239M
|
41M
$9.7B
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-1.67M- 31.16% |
$209M - $241M
|
3.7M
$875M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.7M- 10.17% |
$212M - $245M
|
15M
$3.55B
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.38M- 97.84% |
$297M - $342M
|
52.5K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.84M- 7.08% |
$354M - $408M
|
37.2M
$8.8B
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.95M- 86.7% |
$368M - $424M
|
453K
$107M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.95M- 25.92% |
$369M - $424M
|
8.44M
$1.99B
|