Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
61.6K+ 37.65% |
$7.7M - $8.86M
|
225K
$58M
|
|
|
May 15, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
61.5K+ 24.04% |
$7.69M - $8.85M
|
318K
$81.7M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
60K+ 23.35% |
$7.49M - $8.63M
|
317K
$81.6M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
59.1K+ 5.41% |
$7.39M - $8.5M
|
1.15M
$297M
|
|
|
May 16, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
58K+ 138.1% |
$7.24M - $8.34M
|
100K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
57.6KNew |
$7.19M - $8.28M
|
57.6K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
56.6K+ 192.4% |
$7.07M - $8.14M
|
86K
$22.1M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
56.2K+ 21.52% |
$7.02M - $8.09M
|
318K
$81.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
55.6K+ 22.43% |
$6.94M - $8M
|
303K
$78.1M
|
|
|
May 15, 2023
Q1 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
54.1KNew |
$6.76M - $7.79M
|
54.1K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.7KNew |
$6.59M - $7.58M
|
52.7K
$13.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.7K+ 371.28% |
$6.45M - $7.43M
|
65.6K
$16.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
51.3K+ 74.21% |
$6.4M - $7.37M
|
120K
$31M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
50.6KNew |
$6.32M - $7.28M
|
50.6K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
49.6K+ 94.37% |
$6.19M - $7.13M
|
102K
$26.3M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
49.5K+ 3.32% |
$6.19M - $7.12M
|
1.54M
$397M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48.4K+ 7.29% |
$6.05M - $6.97M
|
713K
$183M
|
|
|
May 12, 2023
Q1 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
47.8K+ 3.42% |
$5.97M - $6.87M
|
1.45M
$372M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
47.6K+ 21.11% |
$5.94M - $6.84M
|
273K
$70.2M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
46.9KNew |
$5.86M - $6.74M
|
46.9K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
46.6K+ 945.24% |
$5.82M - $6.7M
|
51.6K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
46.2K+ 40.49% |
$5.76M - $6.64M
|
160K
$41.2M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
45.9K+ 133.54% |
$5.74M - $6.61M
|
80.3K
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
44.6K+ 13.54% |
$5.57M - $6.41M
|
374K
$96.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.9K+ 1.66% |
$5.48M - $6.31M
|
2.69M
$691M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
41.6K+ 11.72% |
$5.2M - $5.98M
|
397K
$102M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
41.6KNew |
$5.19M - $5.98M
|
41.6K
$10.7M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
41K+ 13.5% |
$5.12M - $5.89M
|
344K
$88.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
40.9K+ 120.4% |
$5.1M - $5.88M
|
74.8K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
40.1KNew |
$5.01M - $5.77M
|
40.1K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
39.5K+ 44.96% |
$4.94M - $5.69M
|
127K
$32.8M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
39.2K+ 28.6% |
$4.9M - $5.64M
|
176K
$45.4M
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
38.8KNew |
$4.85M - $5.58M
|
38.8K
$9.99M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
37.9K+ 988.74% |
$4.74M - $5.45M
|
41.8K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
37.8K+ 7.75% |
$4.72M - $5.44M
|
526K
$135M
|
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
37.8K+ 286.36% |
$4.72M - $5.44M
|
51K
$13.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
37.6KNew |
$4.7M - $5.41M
|
37.6K
$9.68M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
36.6K+ 4.8% |
$4.58M - $5.27M
|
800K
$206M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
36.2K+ 29.25% |
$4.52M - $5.21M
|
160K
$41.2M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
36.1K+ 1.73% |
$4.5M - $5.19M
|
2.13M
$547M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35.8K+ 4.11% |
$4.47M - $5.14M
|
905K
$233M
|
|
|
May 04, 2023
Q1 2023
|
Wafra Inc.
New York, NY |
BUY
|
- |
35.5K+ 13.02% |
$4.43M - $5.1M
|
308K
$79.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
35.4K+ 161.66% |
$4.42M - $5.09M
|
57.3K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.4K+ 3.63% |
$4.42M - $5.09M
|
1.01M
$260M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35.1K+ 5.77% |
$4.38M - $5.05M
|
644K
$166M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
35K+ 16.4% |
$4.37M - $5.03M
|
248K
$63.9M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
34.6K+ 4.29% |
$4.32M - $4.97M
|
840K
$216M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 302.32% |
$4.25M - $4.9M
|
45.3K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$4.23M - $4.87M
|
33.9K
$8.72M
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
33.3KNew |
$4.16M - $4.79M
|
33.3K
$8.58M
|