Purchases and Sales Made in Q3 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
34.7MNew |
$4.96B - $5.48B
|
34.7M
$9.22B
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.6M+ 12.17% |
$659M - $727M
|
42.4M
$11.3B
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.26MNew |
$468M - $516M
|
3.26M
$868M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.01M+ 109.37% |
$431M - $475M
|
5.76M
$1.53B
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.39M+ 26.57% |
$342M - $378M
|
11.4M
$3.03B
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12MNew |
$304M - $336M
|
2.12M
$565M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75MNew |
$250M - $276M
|
1.75M
$464M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.49M+ 3871.47% |
$214M - $236M
|
1.53M
$408M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.49MNew |
$213M - $235M
|
1.49M
$395M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29M+ 616.88% |
$185M - $205M
|
1.5M
$400M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.26M+ 16815.19% |
$180M - $199M
|
1.27M
$337M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.2MNew |
$172M - $190M
|
1.2M
$319M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.18M+ 97.37% |
$170M - $187M
|
2.4M
$638M
|
|
|
Nov 07, 2023
Q3 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.11M+ 417.83% |
$160M - $176M
|
1.38M
$367M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.11M+ 5.69% |
$159M - $176M
|
20.6M
$5.49B
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.05M+ 9119.33% |
$150M - $166M
|
1.06M
$282M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 19.79% |
$145M - $160M
|
6.12M
$1.63B
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
969K+ 853.04% |
$139M - $153M
|
1.08M
$288M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
959K+ 1.8% |
$137M - $151M
|
54.3M
$14.4B
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
907K+ 14343.92% |
$130M - $143M
|
913K
$243M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
893KNew |
$128M - $141M
|
893K
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
877K+ 572.24% |
$126M - $139M
|
1.03M
$274M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
871K+ 2.7% |
$125M - $138M
|
33.1M
$8.8B
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
761K+ 38.0% |
$109M - $120M
|
2.76M
$735M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
759K+ 39.08% |
$109M - $120M
|
2.7M
$719M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
711K+ 9.85% |
$102M - $112M
|
7.93M
$2.11B
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
594K+ 5.49% |
$85.1M - $93.9M
|
11.4M
$3.03B
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
573K+ 12.55% |
$82M - $90.5M
|
5.14M
$1.37B
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
554K+ 21.88% |
$79.4M - $87.6M
|
3.09M
$821M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
496KNew |
$71M - $78.4M
|
496K
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
495K+ 190.84% |
$70.8M - $78.1M
|
754K
$200M
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
476KNew |
$68.1M - $75.1M
|
476K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
457K+ 1.96% |
$65.5M - $72.2M
|
23.7M
$6.31B
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
445K+ 6.94% |
$63.8M - $70.4M
|
6.86M
$1.82B
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
443K+ 1488.04% |
$63.5M - $70M
|
473K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
440K+ 2.48% |
$63.1M - $69.6M
|
18.2M
$4.84B
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
427K+ 111.77% |
$61.1M - $67.4M
|
808K
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
426K+ 9.37% |
$61.1M - $67.4M
|
4.98M
$1.32B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
415K+ 30.58% |
$59.5M - $65.6M
|
1.77M
$471M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
408K+ 30.19% |
$58.5M - $64.5M
|
1.76M
$468M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
392KNew |
$56.2M - $62M
|
392K
$104M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
379K+ 33.07% |
$54.3M - $59.9M
|
1.52M
$405M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
377K+ 40.5% |
$54M - $59.5M
|
1.31M
$348M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
354K+ 26.97% |
$50.8M - $56M
|
1.67M
$444M
|
|
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
345K+ 42.93% |
$49.4M - $54.5M
|
1.15M
$305M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
339K+ 297.77% |
$48.6M - $53.6M
|
453K
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
326K+ 47.81% |
$46.7M - $51.5M
|
1.01M
$268M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
325K+ 108.24% |
$46.5M - $51.3M
|
625K
$166M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
295KNew |
$42.2M - $46.6M
|
295K
$78.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
294KNew |
$42.1M - $46.5M
|
294K
$78.2M
|