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 |
|---|---|---|---|---|---|---|---|
|
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
$2.99B
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-439K- 1.38% |
$56M - $63.9M
|
31.4M
$7B
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-440K- 34.17% |
$56.1M - $64M
|
848K
$189M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-478K- 6.93% |
$60.9M - $69.5M
|
6.42M
$1.43B
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-519K- 48.68% |
$66.2M - $75.5M
|
548K
$122M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-581K- 32.44% |
$74M - $84.5M
|
1.21M
$270M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-584K- 15.4% |
$74.5M - $85M
|
3.21M
$715M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-606K- 98.95% |
$77.2M - $88.1M
|
6.43K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-665K- 10.93% |
$84.7M - $96.7M
|
5.41M
$1.21B
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-703K- 98.95% |
$89.6M - $102M
|
7.49K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-738K- 8.19% |
$94M - $107M
|
8.27M
$1.84B
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-777K- 62.91% |
$99M - $113M
|
458K
$102M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-780K- 9.88% |
$99.4M - $113M
|
7.12M
$1.59B
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-785K- 14.67% |
$100M - $114M
|
4.56M
$1.02B
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-819K- 75.49% |
$104M - $119M
|
266K
$59.3M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-939K- 97.68% |
$120M - $137M
|
22.3K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1M- 3.01% |
$127M - $145M
|
32.2M
$7.18B
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.06M- 12.3% |
$135M - $154M
|
7.54M
$1.68B
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.13M- 18.46% |
$144M - $165M
|
5M
$1.11B
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.22M- 19.07% |
$156M - $178M
|
5.2M
$1.16B
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.39M- 61.5% |
$177M - $202M
|
869K
$194M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.56M- 26.52% |
$198M - $226M
|
4.31M
$961M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.58M- 0.81% |
$201M - $229M
|
192M
$42.9B
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.73M- 4.67% |
$220M - $251M
|
35.3M
$7.88B
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.92M- 0.7% |
$245M - $280M
|
273M
$61B
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.18M- 5.37% |
$278M - $317M
|
38.4M
$8.55B
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.28M- 62.72% |
$291M - $332M
|
1.36M
$303M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.39M- 21.01% |
$305M - $348M
|
8.99M
$2.01B
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.51M- 99.33% |
$319M - $364M
|
17K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.96M- 9.65% |
$760M - $867M
|
55.9M
$12.5B
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-26.1MClosed |
$3.32B - $3.79B
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-55.6M- 99.24% |
$7.09B - $8.09B
|
425K
$94.7M
|