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 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-176K- 18.75% |
$22.4M - $25.5M
|
761K
$215M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-181K- 8.06% |
$23M - $26.3M
|
2.06M
$584M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-184K- 9.71% |
$23.4M - $26.7M
|
1.71M
$484M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-194K- 48.5% |
$24.8M - $28.3M
|
206K
$58.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-199K- 10.08% |
$25.4M - $28.9M
|
1.77M
$503M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-199K- 5.86% |
$25.4M - $29M
|
3.2M
$907M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-208K- 2.2% |
$26.5M - $30.2M
|
9.26M
$2.62B
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-219K- 95.58% |
$27.9M - $31.9M
|
10.1K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-228K- 18.27% |
$29.1M - $33.2M
|
1.02M
$289M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-242K- 1.61% |
$30.9M - $35.2M
|
14.8M
$4.18B
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-269K- 58.43% |
$34.3M - $39.1M
|
191K
$54.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-303K- 15.13% |
$38.6M - $44.1M
|
1.7M
$481M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-305K- 1.22% |
$38.9M - $44.4M
|
24.7M
$6.98B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-306K- 99.23% |
$39M - $44.5M
|
2.36K
$669K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-311K- 3.77% |
$39.6M - $45.2M
|
7.93M
$2.24B
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-326K- 69.98% |
$41.6M - $47.5M
|
140K
$39.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-327K- 87.68% |
$41.6M - $47.5M
|
45.9K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-338K- 74.83% |
$43M - $49.1M
|
114K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-342K- 33.37% |
$43.5M - $49.7M
|
682K
$193M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-342K- 1.72% |
$43.6M - $49.7M
|
19.5M
$5.53B
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-343K- 98.45% |
$43.7M - $49.9M
|
5.4K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-345K- 12.73% |
$44M - $50.2M
|
2.37M
$670M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-345K- 12.73% |
$44M - $50.2M
|
2.37M
$670M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-349K- 2.19% |
$44.5M - $50.8M
|
15.6M
$4.43B
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-351K- 7.22% |
$44.7M - $51M
|
4.5M
$1.28B
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-360K- 10.94% |
$45.9M - $52.4M
|
2.93M
$831M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-365K- 4.81% |
$46.5M - $53.1M
|
7.22M
$2.04B
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-386K- 2.13% |
$49.2M - $56.1M
|
17.8M
$5.03B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-386K- 2.13% |
$49.2M - $56.1M
|
17.8M
$5.03B
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-390K- 15.03% |
$49.7M - $56.7M
|
2.2M
$624M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-430K- 9.17% |
$54.8M - $62.5M
|
4.26M
$1.2B
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-436K- 3.15% |
$55.5M - $63.3M
|
13.4M
$3.8B
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-439K- 1.38% |
$56M - $63.9M
|
31.4M
$8.89B
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-440K- 34.17% |
$56.1M - $64M
|
848K
$240M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-478K- 6.93% |
$60.9M - $69.5M
|
6.42M
$1.82B
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-519K- 48.68% |
$66.2M - $75.5M
|
548K
$155M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-581K- 32.44% |
$74M - $84.5M
|
1.21M
$343M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-584K- 15.4% |
$74.5M - $85M
|
3.21M
$908M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-606K- 98.95% |
$77.2M - $88.1M
|
6.43K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-665K- 10.93% |
$84.7M - $96.7M
|
5.41M
$1.53B
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-703K- 98.95% |
$89.6M - $102M
|
7.49K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-738K- 8.19% |
$94M - $107M
|
8.27M
$2.34B
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-777K- 62.91% |
$99M - $113M
|
458K
$130M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-780K- 9.88% |
$99.4M - $113M
|
7.12M
$2.01B
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-785K- 14.67% |
$100M - $114M
|
4.56M
$1.29B
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-819K- 75.49% |
$104M - $119M
|
266K
$75.3M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-939K- 97.68% |
$120M - $137M
|
22.3K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1M- 3.01% |
$127M - $145M
|
32.2M
$9.12B
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.06M- 12.3% |
$135M - $154M
|
7.54M
$2.13B
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.13M- 18.46% |
$144M - $165M
|
5M
$1.42B
|