Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
97.9M+ 105652.2% |
$9.98B - $13.5B
|
98M
$26.2B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.9MNew |
$3.15B - $4.26B
|
30.9M
$8.25B
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
29MNew |
$2.96B - $4B
|
29M
$7.76B
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
14.1M+ 36.11% |
$1.44B - $1.94B
|
53.1M
$14.2B
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.7M+ 70.98% |
$1.29B - $1.74B
|
30.5M
$8.14B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09M+ 15.87% |
$825M - $1.11B
|
59M
$15.8B
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.15MNew |
$423M - $572M
|
4.15M
$1.11B
|
|
|
Jan 19, 2023
Q4 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.06M+ 11378.17% |
$414M - $560M
|
4.1M
$1.1B
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
3.81M+ 29.47% |
$388M - $525M
|
16.7M
$4.47B
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.26M+ 27.75% |
$333M - $450M
|
15M
$4.01B
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.78M+ 48.14% |
$284M - $383M
|
8.56M
$2.29B
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.53M+ 6.29% |
$257M - $348M
|
42.7M
$11.4B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.17M+ 4.07% |
$222M - $300M
|
55.6M
$14.8B
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.08M+ 0.76% |
$212M - $287M
|
275M
$73.4B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04MNew |
$208M - $282M
|
2.04M
$546M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.93M+ 5.06% |
$197M - $266M
|
40.1M
$10.7B
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.68M+ 25.51% |
$171M - $232M
|
8.27M
$2.21B
|
|
|
Feb 13, 2023
Q4 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.4MNew |
$143M - $193M
|
1.4M
$373M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.33M+ 24.47% |
$135M - $183M
|
6.75M
$1.8B
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.23M+ 19.9% |
$125M - $169M
|
7.39M
$1.97B
|
|
|
Feb 10, 2023
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.2M+ 77.88% |
$123M - $166M
|
2.74M
$733M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.17M+ 155.72% |
$119M - $161M
|
1.92M
$514M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.08M+ 2.16% |
$110M - $149M
|
51.2M
$13.7B
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1M+ 471.37% |
$102M - $139M
|
1.22M
$325M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
961K+ 7.85% |
$98M - $132M
|
13.2M
$3.53B
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
899K+ 5.5% |
$91.6M - $124M
|
17.2M
$4.61B
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
825K+ 0.64% |
$84.1M - $114M
|
130M
$34.7B
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
819K+ 59.18% |
$83.5M - $113M
|
2.2M
$589M
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
800K+ 5335.38% |
$81.6M - $110M
|
815K
$218M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
798K+ 2139.28% |
$81.4M - $110M
|
835K
$223M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
793K+ 1232.58% |
$80.8M - $109M
|
857K
$229M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
745KNew |
$75.9M - $103M
|
745K
$199M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
737K+ 6.08% |
$75.2M - $102M
|
12.9M
$3.44B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
717K+ 3.29% |
$73.1M - $98.9M
|
22.5M
$6.01B
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
693K+ 70.13% |
$70.7M - $95.6M
|
1.68M
$449M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
692KNew |
$70.6M - $95.4M
|
692K
$185M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
676KNew |
$68.9M - $93.2M
|
676K
$181M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
629K+ 141.91% |
$64.2M - $86.8M
|
1.07M
$287M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
626K+ 7.89% |
$63.8M - $86.3M
|
8.56M
$2.29B
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
623K+ 13.12% |
$63.5M - $85.9M
|
5.37M
$1.44B
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
613K+ 5.88% |
$62.5M - $84.5M
|
11M
$2.95B
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
598K+ 16.23% |
$61M - $82.4M
|
4.28M
$1.14B
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc LLC
|
BUY
|
- |
598K+ 1645.74% |
$60.9M - $82.4M
|
634K
$169M
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
590K+ 16.6% |
$60.1M - $81.3M
|
4.14M
$1.11B
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
576K+ 6804.24% |
$58.7M - $79.4M
|
585K
$156M
|
|
|
Feb 14, 2023
Q4 2022
|
Consulta LTD
London, X0 |
BUY
|
- |
550KNew |
$56.1M - $75.8M
|
550K
$147M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
536K+ 35.52% |
$54.7M - $73.9M
|
2.05M
$546M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
513K+ 2.62% |
$52.3M - $70.8M
|
20.1M
$5.36B
|
|
|
Feb 13, 2023
Q4 2022
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
463KNew |
$47.2M - $63.8M
|
463K
$124M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
439K+ 3.29% |
$44.8M - $60.5M
|
13.8M
$3.69B
|