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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.1K- 7.33% |
$4.63M - $5.33M
|
469K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-38.5K- 22.67% |
$4.8M - $5.53M
|
131K
$33.8M
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$18.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.5K- 6.02% |
$4.94M - $5.69M
|
617K
$159M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-39.9K- 12.52% |
$4.98M - $5.73M
|
278K
$71.7M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.3K- 78.22% |
$5.03M - $5.79M
|
11.2K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Hosking Partners LLP
|
SELL
|
- |
-40.3K- 16.88% |
$5.04M - $5.8M
|
199K
$51.1M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40.5K- 99.9% |
$5.06M - $5.83M
|
40
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-43.3K- 11.2% |
$5.41M - $6.22M
|
343K
$88.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-43.3K- 10.07% |
$5.41M - $6.23M
|
387K
$99.6M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-43.8K- 33.79% |
$5.48M - $6.3M
|
85.9K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$810M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-44K- 1.38% |
$5.5M - $6.33M
|
3.15M
$810M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-44.7K- 76.27% |
$5.59M - $6.43M
|
13.9K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-44.8K- 68.56% |
$5.6M - $6.44M
|
20.5K
$5.29M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-45.8K- 5.94% |
$5.72M - $6.58M
|
725K
$187M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-45.8K- 19.74% |
$5.72M - $6.58M
|
186K
$47.9M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-46.1K- 13.19% |
$5.76M - $6.63M
|
304K
$78.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-46.4K- 18.19% |
$5.8M - $6.67M
|
209K
$53.7M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-46.6K- 33.84% |
$5.81M - $6.69M
|
91K
$23.4M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-46.7K- 0.93% |
$5.83M - $6.71M
|
4.97M
$1.28B
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-47.9K- 5.1% |
$5.99M - $6.89M
|
892K
$230M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-49K- 1.64% |
$6.12M - $7.04M
|
2.94M
$757M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-49.8K- 2.59% |
$6.22M - $7.16M
|
1.87M
$482M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-50K- 92.99% |
$6.24M - $7.19M
|
3.77K
$970K
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-50.1K- 56.35% |
$6.26M - $7.21M
|
38.8K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.9K- 45.61% |
$6.36M - $7.32M
|
60.7K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-51.2K- 12.37% |
$6.4M - $7.36M
|
363K
$93.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-51.6K- 8.33% |
$6.45M - $7.43M
|
568K
$146M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-52.7K- 4.13% |
$6.58M - $7.57M
|
1.22M
$315M
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-53K- 55.79% |
$6.62M - $7.62M
|
42K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-55.4K- 4.12% |
$6.91M - $7.96M
|
1.29M
$331M
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-56.4K- 2.95% |
$7.05M - $8.12M
|
1.86M
$478M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-56.5K- 33.97% |
$7.05M - $8.12M
|
110K
$28.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-57K- 1.19% |
$7.12M - $8.2M
|
4.74M
$1.22B
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-59.8K- 8.53% |
$7.47M - $8.61M
|
642K
$165M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-60.1K- 4.57% |
$7.51M - $8.65M
|
1.26M
$323M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-63.2K- 12.95% |
$7.89M - $9.09M
|
425K
$109M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-63.5K- 21.14% |
$7.93M - $9.13M
|
237K
$60.9M
|
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-63.7K- 12.33% |
$7.96M - $9.16M
|
453K
$117M
|
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-63.7K- 12.33% |
$7.96M - $9.16M
|
453K
$117M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-63.7K- 29.97% |
$7.96M - $9.17M
|
149K
$38.3M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-65.7K- 48.74% |
$8.21M - $9.45M
|
69.1K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.6K- 47.04% |
$8.44M - $9.72M
|
76.1K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-68.2K- 81.92% |
$8.52M - $9.81M
|
15.1K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-69.6K- 99.68% |
$8.69M - $10M
|
222
$57.1K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-69.8K- 2.01% |
$8.71M - $10M
|
3.4M
$876M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-70.4K- 80.32% |
$8.79M - $10.1M
|
17.3K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-70.8K- 6.01% |
$8.84M - $10.2M
|
1.11M
$285M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-70.9K- 6.23% |
$8.85M - $10.2M
|
1.07M
$275M
|