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
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.08M- 0.55% |
$135M - $155M
|
194M
$49.9B
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.14M- 20.11% |
$142M - $163M
|
4.51M
$1.16B
|
|
|
May 10, 2023
Q1 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.15M- 13.37% |
$144M - $166M
|
7.47M
$1.92B
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.18M- 19.62% |
$148M - $170M
|
4.85M
$1.25B
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.26M- 7.32% |
$158M - $182M
|
16M
$4.11B
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.35M- 22.95% |
$168M - $194M
|
4.52M
$1.16B
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.37M- 8.4% |
$171M - $197M
|
14.9M
$3.84B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.5M- 99.2% |
$188M - $216M
|
12.2K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.53M- 7.13% |
$191M - $219M
|
19.9M
$5.12B
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.61M- 23.64% |
$201M - $231M
|
5.19M
$1.34B
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.66M- 3.9% |
$208M - $239M
|
41M
$10.6B
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-1.67M- 31.16% |
$209M - $241M
|
3.7M
$952M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.7M- 10.17% |
$212M - $245M
|
15M
$3.87B
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.38M- 97.84% |
$297M - $342M
|
52.5K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.84M- 7.08% |
$354M - $408M
|
37.2M
$9.58B
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.95M- 86.7% |
$368M - $424M
|
453K
$117M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.95M- 25.92% |
$369M - $424M
|
8.44M
$2.17B
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.18M- 34.34% |
$397M - $457M
|
6.08M
$1.56B
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-4.07M- 99.15% |
$508M - $585M
|
34.8K
$8.96M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.35M- 99.23% |
$669M - $770M
|
41.4K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.88M- 4.53% |
$734M - $845M
|
124M
$31.9B
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-12.5M- 23.61% |
$1.56B - $1.8B
|
40.5M
$10.4B
|