Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.86MNew |
$492M - $561M
|
3.86M
$860M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.39MNew |
$432M - $493M
|
3.39M
$756M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.23M+ 62.16% |
$412M - $470M
|
8.42M
$1.88B
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.51M+ 15719.89% |
$320M - $365M
|
2.52M
$563M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.38M+ 1.93% |
$304M - $347M
|
126M
$28.1B
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.35M+ 90.07% |
$300M - $342M
|
4.97M
$1.11B
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32M+ 3.85% |
$296M - $338M
|
62.7M
$14B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.31M+ 174.39% |
$295M - $337M
|
3.64M
$812M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06MNew |
$262M - $299M
|
2.06M
$459M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.75M+ 175.37% |
$223M - $255M
|
2.75M
$613M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.48M+ 59.69% |
$189M - $216M
|
3.97M
$885M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.24M+ 39.21% |
$158M - $180M
|
4.4M
$982M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.23M+ 9.4% |
$156M - $178M
|
14.3M
$3.18B
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.15M+ 40.86% |
$147M - $167M
|
3.97M
$885M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.13M+ 138.38% |
$144M - $164M
|
1.94M
$433M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.06M+ 2.02% |
$135M - $154M
|
53.4M
$11.9B
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
962KNew |
$123M - $140M
|
962K
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
868K+ 3.87% |
$111M - $126M
|
23.3M
$5.19B
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
833K+ 10349.6% |
$106M - $121M
|
841K
$187M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
817K+ 3.79% |
$104M - $119M
|
22.4M
$4.99B
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
759K+ 68.52% |
$96.8M - $110M
|
1.87M
$416M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
745K+ 3.88% |
$95M - $108M
|
19.9M
$4.44B
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
742KNew |
$94.6M - $108M
|
742K
$165M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
717KNew |
$91.3M - $104M
|
717K
$160M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
643K+ 5.04% |
$82M - $93.6M
|
13.4M
$2.99B
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
585K+ 6.95% |
$74.5M - $85M
|
9M
$2.01B
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
584K+ 1.57% |
$74.4M - $84.9M
|
37.8M
$8.43B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
559K+ 13.77% |
$71.2M - $81.3M
|
4.61M
$1.03B
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
488K+ 39.44% |
$62.3M - $71M
|
1.73M
$385M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
458K+ 2.91% |
$58.4M - $66.6M
|
16.2M
$3.62B
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
458KNew |
$58.3M - $66.6M
|
458K
$102M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
436K+ 7.18% |
$55.6M - $63.4M
|
6.51M
$1.45B
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
420K+ 25.88% |
$53.5M - $61M
|
2.04M
$455M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
419K+ 62.16% |
$53.4M - $60.9M
|
1.09M
$244M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
382KNew |
$48.7M - $55.5M
|
382K
$85.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
363K+ 28.19% |
$46.2M - $52.7M
|
1.65M
$368M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
359K+ 1.1% |
$45.8M - $52.3M
|
33.1M
$7.39B
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
357K+ 325.66% |
$45.6M - $52M
|
467K
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
357K+ 9.64% |
$45.5M - $51.9M
|
4.06M
$904M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
350K+ 37.92% |
$44.6M - $50.9M
|
1.27M
$284M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
347K+ 13.04% |
$44.3M - $50.5M
|
3.01M
$671M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
337K+ 277.21% |
$43M - $49M
|
459K
$102M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
326K+ 47.26% |
$41.5M - $47.4M
|
1.01M
$226M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
304K+ 4.21% |
$38.7M - $44.2M
|
7.52M
$1.68B
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
294K+ 16.17% |
$37.5M - $42.8M
|
2.11M
$471M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
292K+ 3443.17% |
$37.2M - $42.4M
|
300K
$66.9M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
276K+ 1085.56% |
$35.1M - $40.1M
|
301K
$67.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
273K+ 10.32% |
$34.7M - $39.6M
|
2.91M
$650M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
272K+ 15.73% |
$34.7M - $39.6M
|
2M
$446M
|
|
|
Aug 14, 2023
Q2 2023
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
267K+ 658.44% |
$34M - $38.8M
|
307K
$68.5M
|