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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Ctc LLC
|
SELL
|
- |
-79.3K- 42.62% |
$11.4M - $12.5M
|
107K
$30.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-79.4K- 66.65% |
$11.4M - $12.5M
|
39.7K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-79.5K- 2.92% |
$11.4M - $12.6M
|
2.65M
$750M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-83.8K- 15.93% |
$12M - $13.2M
|
442K
$125M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-86.9K- 1.51% |
$12.4M - $13.7M
|
5.66M
$1.6B
|
|
|
Oct 03, 2023
Q3 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-87.9K- 1.83% |
$12.6M - $13.9M
|
4.72M
$1.34B
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-92K- 0.46% |
$13.2M - $14.5M
|
20M
$5.67B
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-93.5K- 18.72% |
$13.4M - $14.8M
|
406K
$115M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-93.6K- 98.24% |
$13.4M - $14.8M
|
1.67K
$474K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-99.7K- 97.75% |
$14.3M - $15.8M
|
2.3K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-100K- 17.6% |
$14.4M - $15.8M
|
469K
$133M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-103K- 6.4% |
$14.8M - $16.3M
|
1.51M
$427M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-103K- 6.4% |
$14.8M - $16.3M
|
1.51M
$427M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-105K- 1.33% |
$15M - $16.6M
|
7.82M
$2.21B
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-116K- 39.77% |
$16.5M - $18.2M
|
175K
$49.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-117K- 27.77% |
$16.7M - $18.4M
|
304K
$85.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-117K- 4.04% |
$16.8M - $18.5M
|
2.78M
$788M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-117K- 0.72% |
$16.8M - $18.5M
|
16.1M
$4.56B
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-117K- 5.33% |
$16.8M - $18.6M
|
2.09M
$591M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-123K- 0.83% |
$17.6M - $19.4M
|
14.7M
$4.15B
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-128K- 44.74% |
$18.4M - $20.2M
|
158K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-131K- 8.31% |
$18.7M - $20.7M
|
1.44M
$408M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-141K- 4.61% |
$20.3M - $22.3M
|
2.93M
$829M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-142K- 53.5% |
$20.4M - $22.5M
|
124K
$35M
|
|
|
Oct 30, 2023
Q3 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-144K- 31.82% |
$20.6M - $22.7M
|
308K
$87.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-144K- 4.91% |
$20.6M - $22.8M
|
2.79M
$790M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-145K- 47.19% |
$20.8M - $22.9M
|
162K
$46M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-150K- 4.87% |
$21.5M - $23.7M
|
2.93M
$830M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-158K- 55.11% |
$22.6M - $24.9M
|
128K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-170K- 10.55% |
$24.3M - $26.8M
|
1.44M
$407M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-172K- 5.37% |
$24.6M - $27.2M
|
3.03M
$858M
|
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-181K- 71.74% |
$25.9M - $28.5M
|
71.1K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-188K- 4.64% |
$27M - $29.8M
|
3.87M
$1.1B
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-201K- 19.25% |
$28.7M - $31.7M
|
842K
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-216K- 4.44% |
$30.9M - $34.1M
|
4.65M
$1.32B
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-259K- 13.9% |
$37.2M - $41M
|
1.61M
$455M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 91.37% |
$39.4M - $43.5M
|
26K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-276K- 2.06% |
$39.5M - $43.6M
|
13.1M
$3.72B
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-282K- 14.65% |
$40.4M - $44.6M
|
1.64M
$465M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-287K- 3.47% |
$41.1M - $45.3M
|
7.99M
$2.26B
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-307K- 28.11% |
$44M - $48.5M
|
785K
$222M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-314K- 8.05% |
$44.9M - $49.6M
|
3.58M
$1.01B
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-318K- 6.33% |
$45.5M - $50.2M
|
4.71M
$1.33B
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-339K- 2.38% |
$48.5M - $53.5M
|
13.9M
$3.94B
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-360K- 29.02% |
$51.5M - $56.9M
|
880K
$249M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-378K- 8.26% |
$54.1M - $59.7M
|
4.2M
$1.19B
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-384K- 10.64% |
$55M - $60.7M
|
3.23M
$914M
|
|
|
Nov 13, 2023
Q3 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-399K- 57.81% |
$57.1M - $63M
|
291K
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-471K- 3.7% |
$67.5M - $74.5M
|
12.3M
$3.48B
|