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 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-152K- 2.94% |
$19.4M - $22.2M
|
5.02M
$1.55B
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-154K- 17.79% |
$19.7M - $22.4M
|
713K
$220M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-159K- 7.68% |
$20.3M - $23.1M
|
1.91M
$591M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-170K- 1.32% |
$21.7M - $24.7M
|
12.7M
$3.94B
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-172K- 3.62% |
$21.9M - $25M
|
4.58M
$1.41B
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 73.9% |
$22.2M - $25.4M
|
61.6K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-176K- 18.75% |
$22.4M - $25.5M
|
761K
$235M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-181K- 8.06% |
$23M - $26.3M
|
2.06M
$637M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-184K- 9.71% |
$23.4M - $26.7M
|
1.71M
$528M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-194K- 48.5% |
$24.8M - $28.3M
|
206K
$63.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-199K- 10.08% |
$25.4M - $28.9M
|
1.77M
$548M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-199K- 5.86% |
$25.4M - $29M
|
3.2M
$989M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-208K- 2.2% |
$26.5M - $30.2M
|
9.26M
$2.86B
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-219K- 95.58% |
$27.9M - $31.9M
|
10.1K
$3.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-228K- 18.27% |
$29.1M - $33.2M
|
1.02M
$315M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-242K- 1.61% |
$30.9M - $35.2M
|
14.8M
$4.56B
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-269K- 58.43% |
$34.3M - $39.1M
|
191K
$59.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-303K- 15.13% |
$38.6M - $44.1M
|
1.7M
$525M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-305K- 1.22% |
$38.9M - $44.4M
|
24.7M
$7.62B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-306K- 99.23% |
$39M - $44.5M
|
2.36K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-311K- 3.77% |
$39.6M - $45.2M
|
7.93M
$2.45B
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-326K- 69.98% |
$41.6M - $47.5M
|
140K
$43.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-327K- 87.68% |
$41.6M - $47.5M
|
45.9K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-338K- 74.83% |
$43M - $49.1M
|
114K
$35.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-342K- 33.37% |
$43.5M - $49.7M
|
682K
$211M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-342K- 1.72% |
$43.6M - $49.7M
|
19.5M
$6.03B
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-343K- 98.45% |
$43.7M - $49.9M
|
5.4K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-345K- 12.73% |
$44M - $50.2M
|
2.37M
$731M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-345K- 12.73% |
$44M - $50.2M
|
2.37M
$731M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-349K- 2.19% |
$44.5M - $50.8M
|
15.6M
$4.83B
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-351K- 7.22% |
$44.7M - $51M
|
4.5M
$1.39B
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-360K- 10.94% |
$45.9M - $52.4M
|
2.93M
$906M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-365K- 4.81% |
$46.5M - $53.1M
|
7.22M
$2.23B
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-386K- 2.13% |
$49.2M - $56.1M
|
17.8M
$5.49B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-386K- 2.13% |
$49.2M - $56.1M
|
17.8M
$5.49B
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-390K- 15.03% |
$49.7M - $56.7M
|
2.2M
$681M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-430K- 9.17% |
$54.8M - $62.5M
|
4.26M
$1.31B
|
|
|
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
$4.14B
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-439K- 1.38% |
$56M - $63.9M
|
31.4M
$9.7B
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-440K- 34.17% |
$56.1M - $64M
|
848K
$262M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-478K- 6.93% |
$60.9M - $69.5M
|
6.42M
$1.98B
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-519K- 48.68% |
$66.2M - $75.5M
|
548K
$169M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-581K- 32.44% |
$74M - $84.5M
|
1.21M
$374M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-584K- 15.4% |
$74.5M - $85M
|
3.21M
$991M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-606K- 98.95% |
$77.2M - $88.1M
|
6.43K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-665K- 10.93% |
$84.7M - $96.7M
|
5.41M
$1.67B
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-703K- 98.95% |
$89.6M - $102M
|
7.49K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-738K- 8.19% |
$94M - $107M
|
8.27M
$2.56B
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-777K- 62.91% |
$99M - $113M
|
458K
$141M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-780K- 9.88% |
$99.4M - $113M
|
7.12M
$2.2B
|