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FCNCA · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FCNCA
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterFCNCAJPM
Q3 20204 holders, $140m35 holders, $33.0bn
Q4 20204 holders, $410m32 holders, $45.6bn
Q1 20217 holders, $668m32 holders, $49.9bn
Q2 20216 holders, $735m31 holders, $48.4bn
Q3 20216 holders, $836m31 holders, $48.9bn
Q4 20217 holders, $931m34 holders, $46.1bn
Q1 20229 holders, $1.7bn35 holders, $37.9bn
Q2 20227 holders, $1.6bn37 holders, $30.9bn
Q3 20227 holders, $1.6bn41 holders, $26.8bn
Q4 20229 holders, $1.3bn33 holders, $80.3bn
Q1 202310 holders, $1.9bn34 holders, $33.4bn
Q2 202317 holders, $2.7bn34 holders, $38.7bn
Q3 202317 holders, $2.8bn32 holders, $39.4bn
Q4 202314 holders, $2.7bn30 holders, $45.0bn
Q1 202418 holders, $3.9bn37 holders, $52.6bn
Q2 202420 holders, $4.2bn36 holders, $52.8bn
Q3 202413 holders, $4.7bn29 holders, $50.1bn
Q4 202413 holders, $4.7bn30 holders, $55.8bn
Q1 202512 holders, $4.0bn35 holders, $51.3bn
Q2 202511 holders, $3.7bn38 holders, $59.8bn
Q3 202514 holders, $2.6bn36 holders, $63.3bn
Q4 202513 holders, $3.2bn36 holders, $57.9bn
Q1 20268 holders, $3.2bn39 holders, $51.7bn
Q2 202610 holders, $3.5bn43 holders, $54.6bn
FCNCA

First CTZNS Bancshares Inc D

Holders
14
Reported value
$2.7bn
Buyers
11
Sellers
3

Breadth +8 among 93 comparable managers.

JPM

JPMorgan Chase & Co

Holders
30
Reported value
$45.0bn
Buyers
14
Sellers
16

Breadth -2 among 93 comparable managers.

Who holds both, Q4 2023

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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