Purchases and Sales Made in Q2 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-79.6K- 19.29% |
$10.1M - $11.6M
|
333K
$85.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-86.7K- 17.1% |
$11.1M - $12.6M
|
420K
$108M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-87.6K- 22.84% |
$11.2M - $12.7M
|
296K
$76.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-91.7K- 9.11% |
$11.7M - $13.3M
|
915K
$236M
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-92.1K- 26.13% |
$11.7M - $13.4M
|
260K
$67M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-96K- 0.47% |
$12.2M - $14M
|
20.1M
$5.18B
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-96.8K- 3.43% |
$12.3M - $14.1M
|
2.73M
$702M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-98.6K- 34.01% |
$12.6M - $14.3M
|
191K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-98.9K- 16.44% |
$12.6M - $14.4M
|
503K
$129M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-99K- 13.22% |
$12.6M - $14.4M
|
650K
$167M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-104K- 2.1% |
$13.3M - $15.1M
|
4.86M
$1.25B
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-105K- 60.5% |
$13.4M - $15.3M
|
68.5K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-105K- 55.8% |
$13.4M - $15.3M
|
83.4K
$21.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-107K- 2.56% |
$13.7M - $15.6M
|
4.1M
$1.05B
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-108K- 1.71% |
$13.7M - $15.7M
|
6.19M
$1.59B
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-109K- 40.27% |
$13.8M - $15.8M
|
161K
$41.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-110K- 72.15% |
$14M - $16M
|
42.3K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-112K- 76.55% |
$14.2M - $16.2M
|
34.2K
$8.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-112K- 23.97% |
$14.3M - $16.4M
|
357K
$91.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-114K- 60.65% |
$14.6M - $16.6M
|
74.1K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-118K- 8.27% |
$15.1M - $17.2M
|
1.31M
$338M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-119K- 9.38% |
$15.1M - $17.2M
|
1.15M
$295M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-123K- 34.25% |
$15.7M - $17.9M
|
236K
$60.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-123K- 5.86% |
$15.7M - $17.9M
|
1.98M
$510M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-124K- 7.17% |
$15.9M - $18.1M
|
1.61M
$415M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-124K- 7.17% |
$15.9M - $18.1M
|
1.61M
$415M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-139K- 14.74% |
$17.7M - $20.2M
|
801K
$206M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-139K- 98.56% |
$17.8M - $20.3M
|
2.04K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-140K- 3.19% |
$17.8M - $20.3M
|
4.24M
$1.09B
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143K- 1.99% |
$18.3M - $20.9M
|
7.07M
$1.82B
|
|
|
Jul 10, 2023
Q2 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-144K- 18.75% |
$18.3M - $20.9M
|
623K
$160M
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-146K- 39.14% |
$18.6M - $21.3M
|
227K
$58.5M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-146K- 39.14% |
$18.6M - $21.3M
|
227K
$58.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-149K- 48.79% |
$19M - $21.7M
|
156K
$40.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-149K- 7.11% |
$19M - $21.7M
|
1.95M
$502M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-152K- 2.94% |
$19.4M - $22.2M
|
5.02M
$1.29B
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-154K- 17.79% |
$19.7M - $22.4M
|
713K
$184M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-159K- 7.68% |
$20.3M - $23.1M
|
1.91M
$492M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-170K- 1.32% |
$21.7M - $24.7M
|
12.7M
$3.28B
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-172K- 3.62% |
$21.9M - $25M
|
4.58M
$1.18B
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 73.9% |
$22.2M - $25.4M
|
61.6K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-176K- 18.75% |
$22.4M - $25.5M
|
761K
$196M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-181K- 8.06% |
$23M - $26.3M
|
2.06M
$531M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-184K- 9.71% |
$23.4M - $26.7M
|
1.71M
$440M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-194K- 48.5% |
$24.8M - $28.3M
|
206K
$53.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-199K- 10.08% |
$25.4M - $28.9M
|
1.77M
$457M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-199K- 5.86% |
$25.4M - $29M
|
3.2M
$824M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-208K- 2.2% |
$26.5M - $30.2M
|
9.26M
$2.38B
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-219K- 95.58% |
$27.9M - $31.9M
|
10.1K
$2.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-228K- 18.27% |
$29.1M - $33.2M
|
1.02M
$263M
|