Holders over time
- FITB
- JPM
| Quarter | FITB | JPM |
|---|---|---|
| Q3 2020 | 9 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 16 holders, $2.6bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $3.9bn | 32 holders, $49.9bn |
| Q2 2021 | 15 holders, $4.4bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $4.5bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $4.5bn | 34 holders, $46.1bn |
| Q1 2022 | 15 holders, $4.8bn | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $3.8bn | 37 holders, $30.9bn |
| Q3 2022 | 12 holders, $3.4bn | 41 holders, $26.8bn |
| Q4 2022 | 14 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 15 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 17 holders, $2.3bn | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $2.6bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $3.8bn | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $4.1bn | 37 holders, $52.6bn |
| Q2 2024 | 7 holders, $3.6bn | 36 holders, $52.8bn |
| Q3 2024 | 7 holders, $3.8bn | 29 holders, $50.1bn |
| Q4 2024 | 8 holders, $3.4bn | 30 holders, $55.8bn |
| Q1 2025 | 11 holders, $3.1bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $4.4bn | 36 holders, $63.3bn |
| Q4 2025 | 14 holders, $5.3bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $7.3bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $8.3bn | 43 holders, $54.6bn |
Fifth Third Bancorp
- Holders
- 9
- Reported value
- $3.8bn
- Buyers
- 4
- Sellers
- 5
Breadth -1 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 (6)
AllianceBernstein LP, Capital World Investors, Harris Associates LP, Invesco Ltd, Maverick Capital Ltd, T. Rowe Price Associates Inc
Only FITB (3)
Artisan Partners LP, Caxton Associates LLP, Holocene Advisors LP
Only JPM (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, 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.