Holders over time
- BAP
- JPM
| Quarter | BAP | JPM |
|---|---|---|
| Q3 2020 | 12 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 12 holders, $3.0bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $2.2bn | 32 holders, $49.9bn |
| Q2 2021 | 6 holders, $1.1bn | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $1.3bn | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $1.2bn | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $2.2bn | 35 holders, $37.9bn |
| Q2 2022 | 7 holders, $1.1bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $1.8bn | 41 holders, $26.8bn |
| Q4 2022 | 12 holders, $1.7bn | 33 holders, $80.3bn |
| Q1 2023 | 12 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $2.3bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.6bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $2.2bn | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $2.6bn | 37 holders, $52.6bn |
| Q2 2024 | 9 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 11 holders, $2.9bn | 29 holders, $50.1bn |
| Q4 2024 | 9 holders, $2.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $2.8bn | 35 holders, $51.3bn |
| Q2 2025 | 12 holders, $3.2bn | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $4.7bn | 36 holders, $63.3bn |
| Q4 2025 | 14 holders, $4.8bn | 36 holders, $57.9bn |
| Q1 2026 | 14 holders, $6.3bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $7.1bn | 43 holders, $54.6bn |
Credicorp LTD
- Holders
- 9
- Reported value
- $2.2bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 93 comparable managers.
JPMorgan Chase & Co
- Holders
- 30
- Reported value
- $45.0bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (5)
Arrowstreet Capital LP, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management
Only JPM (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.