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 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-65.3K- 0.87% |
$9.36M - $10.3M
|
7.46M
$2.3B
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65.9K- 1.61% |
$9.43M - $10.4M
|
4.03M
$1.25B
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-67.2K- 3.9% |
$9.63M - $10.6M
|
1.66M
$512M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67.5K- 8.05% |
$9.66M - $10.7M
|
771K
$238M
|
|
|
Nov 09, 2023
Q3 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-68.9K- 1.64% |
$9.87M - $10.9M
|
4.14M
$1.28B
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-70.6K- 16.99% |
$10.1M - $11.2M
|
345K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-72K- 85.98% |
$10.3M - $11.4M
|
11.7K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-74.7K- 3.83% |
$10.7M - $11.8M
|
1.88M
$580M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-77K- 28.43% |
$11M - $12.2M
|
194K
$59.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc LLC
|
SELL
|
- |
-79.3K- 42.62% |
$11.4M - $12.5M
|
107K
$33M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-79.4K- 66.65% |
$11.4M - $12.5M
|
39.7K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-79.5K- 2.92% |
$11.4M - $12.6M
|
2.65M
$818M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-83.8K- 15.93% |
$12M - $13.2M
|
442K
$137M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-86.9K- 1.51% |
$12.4M - $13.7M
|
5.66M
$1.75B
|
|
|
Oct 03, 2023
Q3 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-87.9K- 1.83% |
$12.6M - $13.9M
|
4.72M
$1.46B
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-92K- 0.46% |
$13.2M - $14.5M
|
20M
$6.18B
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-93.5K- 18.72% |
$13.4M - $14.8M
|
406K
$125M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-93.6K- 98.24% |
$13.4M - $14.8M
|
1.67K
$517K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-99.7K- 97.75% |
$14.3M - $15.8M
|
2.3K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-100K- 17.6% |
$14.4M - $15.8M
|
469K
$145M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-103K- 6.4% |
$14.8M - $16.3M
|
1.51M
$466M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-103K- 6.4% |
$14.8M - $16.3M
|
1.51M
$466M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-105K- 1.33% |
$15M - $16.6M
|
7.82M
$2.42B
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-116K- 39.77% |
$16.5M - $18.2M
|
175K
$54M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-117K- 27.77% |
$16.7M - $18.4M
|
304K
$93.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-117K- 4.04% |
$16.8M - $18.5M
|
2.78M
$859M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-117K- 0.72% |
$16.8M - $18.5M
|
16.1M
$4.98B
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-117K- 5.33% |
$16.8M - $18.6M
|
2.09M
$644M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-123K- 0.83% |
$17.6M - $19.4M
|
14.7M
$4.53B
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-128K- 44.74% |
$18.4M - $20.2M
|
158K
$48.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-131K- 8.31% |
$18.7M - $20.7M
|
1.44M
$446M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-141K- 4.61% |
$20.3M - $22.3M
|
2.93M
$905M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-142K- 53.5% |
$20.4M - $22.5M
|
124K
$38.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-144K- 31.82% |
$20.6M - $22.7M
|
308K
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-144K- 4.91% |
$20.6M - $22.8M
|
2.79M
$862M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-145K- 47.19% |
$20.8M - $22.9M
|
162K
$50.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-150K- 4.87% |
$21.5M - $23.7M
|
2.93M
$905M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-158K- 55.11% |
$22.6M - $24.9M
|
128K
$39.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-170K- 10.55% |
$24.3M - $26.8M
|
1.44M
$444M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-172K- 5.37% |
$24.6M - $27.2M
|
3.03M
$936M
|
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-181K- 71.74% |
$25.9M - $28.5M
|
71.1K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-188K- 4.64% |
$27M - $29.8M
|
3.87M
$1.2B
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-201K- 19.25% |
$28.7M - $31.7M
|
842K
$260M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-216K- 4.44% |
$30.9M - $34.1M
|
4.65M
$1.44B
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-259K- 13.9% |
$37.2M - $41M
|
1.61M
$496M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 91.37% |
$39.4M - $43.5M
|
26K
$8.03M
|
|
|
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
$4.06B
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-282K- 14.65% |
$40.4M - $44.6M
|
1.64M
$507M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-287K- 3.47% |
$41.1M - $45.3M
|
7.99M
$2.47B
|