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
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
260K+ 3.48% |
$33.1M - $37.8M
|
7.73M
$2.19B
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
247K+ 1121.43% |
$31.5M - $36M
|
269K
$76.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
241K+ 4.96% |
$30.8M - $35.1M
|
5.11M
$1.45B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
238K+ 2.77% |
$30.4M - $34.7M
|
8.86M
$2.51B
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
222K+ 1.48% |
$28.2M - $32.2M
|
15.1M
$4.29B
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
206K+ 5.34% |
$26.2M - $29.9M
|
4.06M
$1.15B
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
201K+ 233.47% |
$25.6M - $29.2M
|
286K
$81.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consulta LTD
London, X0 |
BUY
|
- |
200K+ 36.36% |
$25.5M - $29.1M
|
750K
$212M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
BUY
|
- |
199KNew |
$25.4M - $29M
|
199K
$56.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
197K+ 23.04% |
$25.1M - $28.6M
|
1.05M
$297M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
191K+ 5.59% |
$24.4M - $27.8M
|
3.61M
$1.02B
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
180K+ 47.52% |
$22.9M - $26.1M
|
557K
$158M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
176K+ 7.24% |
$22.5M - $25.6M
|
2.61M
$739M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
175K+ 5.52% |
$22.3M - $25.5M
|
3.35M
$948M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
172K+ 236.76% |
$22M - $25.1M
|
245K
$69.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172K+ 1162.39% |
$21.9M - $24.9M
|
186K
$52.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
171K+ 22.59% |
$21.8M - $24.9M
|
930K
$263M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
169K+ 9.66% |
$21.6M - $24.6M
|
1.92M
$545M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
163K+ 374.68% |
$20.8M - $23.7M
|
207K
$58.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
154K+ 44.13% |
$19.7M - $22.4M
|
504K
$143M
|
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
147K+ 91.87% |
$18.8M - $21.4M
|
307K
$87M
|
|
|
Aug 04, 2023
Q2 2023
|
Ctc LLC
|
BUY
|
- |
146K+ 359.94% |
$18.6M - $21.2M
|
186K
$52.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
146K+ 132.08% |
$18.5M - $21.2M
|
256K
$72.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
143K+ 31.5% |
$18.2M - $20.7M
|
595K
$169M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
142K+ 2.53% |
$18.1M - $20.6M
|
5.75M
$1.63B
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
137K+ 8.54% |
$17.5M - $20M
|
1.75M
$494M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
132K+ 6.49% |
$16.8M - $19.1M
|
2.16M
$612M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
129K+ 15.74% |
$16.4M - $18.7M
|
946K
$268M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 4.65% |
$15.9M - $18.2M
|
2.81M
$796M
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
123K+ 30.37% |
$15.6M - $17.8M
|
526K
$149M
|
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
122K+ 2.91% |
$15.5M - $17.7M
|
4.31M
$1.22B
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
121K+ 481.14% |
$15.4M - $17.6M
|
146K
$41.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
120KNew |
$15.3M - $17.5M
|
120K
$34.1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
116K+ 56.34% |
$14.8M - $16.9M
|
322K
$91.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
111K+ 26.96% |
$14.2M - $16.1M
|
523K
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
110K+ 984.0% |
$14M - $15.9M
|
121K
$34.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
109K+ 13.03% |
$14M - $15.9M
|
949K
$269M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
108K+ 25.34% |
$13.7M - $15.6M
|
532K
$151M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
107K+ 114.99% |
$13.6M - $15.6M
|
200K
$56.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
103K+ 65.26% |
$13.1M - $15M
|
261K
$73.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
101K+ 61.28% |
$12.9M - $14.7M
|
266K
$75.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
101K+ 267.67% |
$12.9M - $14.7M
|
139K
$39.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
100K+ 0.71% |
$12.8M - $14.5M
|
14.2M
$4.03B
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
96.4K+ 14.25% |
$12.3M - $14M
|
773K
$219M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.8KNew |
$12.1M - $13.8M
|
94.8K
$26.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
93.9KNew |
$12M - $13.7M
|
93.9K
$26.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
93.9K+ 9.68% |
$12M - $13.6M
|
1.06M
$301M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
93.6K+ 5495.6% |
$11.9M - $13.6M
|
95.3K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
89.9K+ 16.39% |
$11.5M - $13.1M
|
638K
$181M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
89.6K+ 10.04% |
$11.4M - $13M
|
982K
$278M
|